Senior management

• Ability to keep track of daily profit and loss of portfolio managers and external managers, and reconcile with multiple broker reports
• Automated distribution of monthly comprehensive rebalancing reports to relevant team members with full administrative control by senior management
• Automated dashboard working like a sizeable team that will help senior management ask the right and most impactful questions over a number of portfolios

Portfolio managers

• Automated scanning of investment ideas, saving the headaches of running team of junior analysts where consistency and diligence matters
• Freeing the manager to focus on big and insightful ideas

End investors/ asset sponsors

• Automated reporting that puts an “iframe” of sophisticated analytics inside provider web portal
• Instead of receiving occasional monthly reports, investors now have daily (or as frequently as authorized) reports and can monitor progress directly, leaving far fewer surprises.

Financial engineers/ operations/ compliance

• Full, compliance-quality documentation
• Add customized components when necessary/ required
• Compliance modules
• Full ability to reproduce profit and loss based on all portfolio decisions from scratch with the single press of a button