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Finance without boundaries
For investment managers
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
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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. |
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5. 6. |
Full record of portfolio activity. Realised return against benchmark(s). |
