Solution introduction
360-PortfolioAnalytics® is an investment portfolio servicing solution for advisors
Give advisors timely reports to help them help customers spot danger and opportunities. Go from data to decisions with speed and confidence
Triangulate Historical Data For Insights
Evaluate historical performance top-down and bottom-up at the levels of the funds, portfolios and benchmarks
Simulate Portfolio’s Future Performance
Use the built-in simulation flexibility to challenge assumptions when planning for top-ups and withdrawals
Run Multivariate Risk Exposure Analysis
Analyse portfolio exposure from all angles, be it geography, asset or even ESG risk ratings, against customer’s tolerance
Use API With Data Visualization Features
Integrate in intermediated or direct-to-consumer journeys so that advisors can service with regular visual reports
