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  • Provides a 360-degree, on-demand view of a client's portfolio and the client

    • Transforms opaque data into charts, diagrams and graphics that clients can relate to
    • Highlights areas of risk across the entire book and client base
    • When changes need making, advisors can choose which clients to contact and when

     

    1. 

    An overview of each portfolio's key analytics-covering risk, performance and compliance.

    2. 

    Proactive alerts of issues on the portfolio: addresses issues before they become compliance issues and move to exception-based portfolio reviews.

    3. 

    Quantifies the portfolio’s risk against mandate and benchmark(s).

    4. 

    Lists the investment types, within the current portfolio; equities, fixed interest, funds etc. Fully customisable and interrogative portfolio asset allocation based on any criteria – i.e., holdings, region, asset allocation etc.

    5.

    6.

    Full record of portfolio activity.

    Realised return against benchmark(s).  

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