Solution introduction
Using the Complementa Portfolio Analyzer, you securely access the consolidated portfolio any time and anywhere
You obtain conclusive information and make use of a wide range of analytical options across banks, investment managers, asset classes, and consolidation layers
Dashboards and functionalities are set up according to user needs. By means of drilldown, you seamlessly switch between global view, portfolios, and single securities. Besides monitoring performance, you also check key risk indicators and use the compliance module to monitor adherence to legal or regulatory investment regulations. You ensure full transparency by means of cash flow projections and detailed breakdown of yields, costs, and taxes.
