Solution introduction
aixigo’s Portfolio Analysis and Monitoring is an API based software for flexible, high performance and scalable analysis, monitoring and reporting of portfolios
Portfolio data is a valuable asset, which has generally not yet been fully exploited
aixigo‘s API-based portfolio analysis capabilities make it possible to process data from different sources at tremendous speed, enhance it by synthesising different analysis results and generate ad hoc findings that allow recommendations for action to be derived. In this way, data first becomes information and then knowledge.
The solution flexibly monitors all relevant key figures, quality measures and benchmarks and produces a robust framework for the necessary measures at all times. The reporting helps to give customer and employees a clear and complete picture of past developments, status quo and outlook, or to provide targeted information based on current events.
USPs of our financial software technology
Client Engagement & Management, Digital Platforms & Tools, Portfolio Build, Analysis & Reporting
19/08/2020
Solution Details
Capabilities of Portfolio Analysis Software Modules
aixigo's portfolio analysis software modules provide you with capabilities for a crystal-clear view of portfolios and further support you with new insights. Comprehensive portfolio calculations, powerful portfolio monitoring and accurate, timely reporting all work seamlessly together.
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
Client Regional Presence
- Western Europe
Portfolio Analysis and Monitoring Software
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