Portfolio Management

Welcome to the world of portfolio management, where strategic prowess meets financial prosperity. Manage every step from beginning to end with our wide range of digital products. Your financial future awaits, and we're here to help you shape it.

Analytics

Your compass for navigating the ever-shifting financial landscape. What sets us apart? Our innovative tools and technologies streamline the complexity of portfolio management, putting you in control.

Key benefits

  • Access real-time multi-asset portfolio analytics

  • Upload portfolios or directly connect to your broker

  • Provide transparency of where money is invested

Key features

  • 360º Portfolio Overview
    Country | Sector | Smart Beta Factors | Segment Matrix
  • Advanced Risk Management
    VaR | Risk vs Return | Correlations | Top 10 Assets | Tracking Error
  • Customizable Benchmark Comparison
    Backtesting | Returns | Drawdowns | Volatility | Beta

Summary video

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Process diagram

  • Select a portfolio

  • Choose a benchmark

  • Access the overview

  • Dig deep into risk metrics

  • Review backtest

  • Analyze your ESG scoring

Product specifications

  • +20,000 assets covered

  • +30 risk metrics

  • +10 overview factors

Target client

RIAs

Empowering RIAs with robust investment research and client-centric tools, we help them build strong relationships and achieve outstanding financial outcomes for their clients.

Family Offices

We understand the complexities of managing family wealth, and our specialized tools enable family offices to streamline operations and preserve and grow wealth across generations.

Wealth Managers

Providing personalized strategies and expert guidance, we empower wealth managers to deliver exceptional financial planning services tailored to their clients’ unique goals.

Private Banks

With a focus on exclusivity and superior client experiences, our platform equips private banks with cutting-edge technology to elevate their wealth management services.