Portfolio Management Tool

Fully flexible robo or hybrid solutions, enabling firms to offer investment portfolios to suit client needs.

Created to align with your investment philosophy, allowing for stochastic or deterministic models, goal or risk-based investing, ‘what-if’ analysis, rebalancing, analytics and in-built portfolio and order management systems.

See features below:

• Investor/Customer Dashboard
• Investment Performance Analytics
• Goal-based Investing
• Goal Tracking and Actions
• Themes-based Investing
• Risk-based and mapped Investing
• Life-Stage/Life-Cycle/Target date Investing
• Configurable Recommendation Engines
• ‘What-if’ Portfolio/Plan Analysis
• Asset Allocations & Optimisation
• Model Portfolios Creation & Monitoring
• Rebalancing & Drift Analysis
• Market Data Integrations
• Order Management (Bulk and Single)
• Multiple Tax Accounts supported
• Fee Management & Calculations
• Capital Gains Tax and Regular Reporting
• Customer Documents Repository