Sophisticated predicitive analytics for 4 different groups of users
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
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