Woltix
HQ Address
25 Canada Square, London, E14 5LB, United Kingdom
Website Address
Business introduction
Smart portfolio analytics for wealth professionals
Fair and transparent investment portfolio valuation. Portfolio historical performance and structure overview, risk analysis and expected return. Model and rebalance portfolio to optimize return and mitigate risks. Built with respect to GIPS recommendations and guidelines
At Woltix, we believe that client centricity is key for wealth management professionals. Thus, a customer's trusted adviser should spend less time on building portfolio analysis reports, and more time on building relationships with the client.
Woltix helps with portfolio analysis automation and builds beautiful reports that include performance, concentration, and risk analysis for a given portfolio - all delivered via a cloud-ready API.
Woltix Solutions
Smart Portfolio Analytics
Woltix Smart Portfolio Analytics enables wealth managers and advisors to provide rich investment portfolio analytics internally and for their customers. This versatile tool makes available multi-currency cross-asset performance and risk analysis. It covers the workflow end-to-end - from returns and VaR calculations to rebalance and optimization. Our solution fully integrates customer......
business needs
- Business Intelligence & Practice Management
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
