Portfolio Manager

Announcing Portfolio Manager

Portfolio Manager provides online tools to meet your business needs in an all-in-one safe and secure online environment.
Announcing our newest tool for reporting, reconciling your books, analyzing trends and research tools.
With Portfolio Manager you can view your transaction processing information, voids/declines, charge backs/retrievals and IRS TIN validation reporting status.

Portfolio Manager is a cutting edge tool to help your business. It’s an online reporting tool that is easy to use and provides many useful features including:

Transaction History- Quickly view batch history, voids, retrievals, chargeback, returns and search card information.
Statements- View up to the last 18 months of statements
Payment History- Daily deposits and payment summaries And much more!
• Card volume section
• Volume analysis section
• Payment history screen
• Batch history screen
• Statements
• Voids/rejects/declines screen
• Authorization information
• User maintenance
• Tax reports
• Up to 18 months of statements and transaction data (note: merchants will not have access to 18 months of history initially)
• Receipt reprint option
• Card search functionality
• Advanced dashboard view