Solution introduction

Financial institution clients expect the use of the best risk metrics, up-to-date, consistently applied to all their portfolios, near real-time

The Risk Analytics Dashboard allows an institution, a sales manager, or a relationship manager to perform a portfolio health scoring based on a multitude of configurable investment risk metrics

The analysis is possible for an individual client portfolio, the client book of an advisor, the client portfolio of an entire team and every organizational unit (market, country, region etc.). The dashboard view can be personalized based on roles and authorization level.

The Risk Analytics Dashboard makes bank-wide exposure management a reality. With highly sophisticated unbundling features for collective investment schemes (e.g. fund look-through, structured product unbundling etc.) it is possible to quantify exposure across counterparties, currencies, asset classes, industries, countries and regions. The impact of tactical and strategic asset allocation changes can be easily assessed and monitored.

  • Portfolio health scoring based on configurable risk metrics
  • Aggregate portfolios at different organisational levels (advisor, team, market, country, region etc.)
  • Personalized dashboard view based on roles and authorization level
  • Exposure management across counterparties, currencies, asset classes, industries, countries and regions
  • Risk Analytics Dashboard additiv digital wealth management software
  • Faster and better Advice
  • Advice your prospects and clients faster and better with a cutting edge suite offering all relevant functionality with a compelling user experience.
  • Acquire prospects and serve clients in a modern way at the branch or any other place with an easy to use interface optimized for mobile devices.
  • Increase business volume and output with less input with the help of highly effective, efficient and yet compliant advisory processes and workflows.

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