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  • Managers can see exactly where each client portfolio stands at any point in time

    Neon creates dynamic graphics on-the-fly for viewing on any device...

    For compliance: Neon proves that the firm takes a proactive, consistent and fully documented approach to the management of clients’ investments.

    For risk: Monitor the firm-wide risks posed by advisors’ investment strategies on both an individual and collective basis. Neon identifies key themes, trends and trouble spots, including recurring compliance issues and how quickly and fully (or not) those issues are addressed.

    For investment managers: Provides a 360-degree, on-demand view of a client’s portfolio and the client. When changes need making, advisors can choose which clients to contact and when, and highlights areas of risk across the entire book and client base.

    For senior management: Monitor investment managers performance individually and / or collectively by branch, product line or any other firm-mandated criteria in order to assess enterprise-wide risk.

    For clients: Rather than trying to grasp theoretical definitions and quantifying the potential consequences of risk, Neon simplifies and conveys investment risk in a form clients can understand and relate to.

    Neon digs deeper and looks further than any other stand-alone risk analysis tool…

    Automated: runs automatically, every day without human involvement

    Dependable: thorough, meticulous, consistent and infinitely repeatable monitoring routine

    Secure: bank-grade cryptographic security

    Protected: physical security, data encryption in transit and at rest, intrusion detection, disaster recovery and testing

    Powerful: analyses any number of portfolios

    Fast: scans the firm’s entire book

    Comprehensive: covers any and all asset classes including on and off book securities

    Discretionary: takes account of investor specific preferences, idiosyncrasies or nuances, e.g. cherished holdings

    Robust: institutional-grade risk engine

    Interoperable and data/system agnostic: harvests data from any underlying source

    Spreadsheet-free: data extracted and uploaded into the cloud nightly – no downloads to spreadsheets required 

    Accessible: Securely hosted in its own private cloud, Neon provides on-demand access to analytics via most hand-held devices

    clients: Rather than trying to grasp theoretical definitions and quantifying the potential consequences of risk, Neon simplifies and conveys investment risk in a form clients can understand and relate to.

       
    1. 

    Distribution of assets by office, team and/or region; drill down to view assets by manager.

    2.

    Indicates which services, i.e. advisory, discretionary, execution-only and MPS are growing and which aren’t.

    3.

    Comparison of risk and expected return distribution of portfolios for investment managers across the firm, department or team, as appropriate. Shows this information for the investment managers the user has access to – based on his or her permissions.

    4.

    Views trends in the number of breaches and average resolution time frames – by manager, office, region or other criteria. Highlights which managers are improving their management of compliance issues.

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