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 portfolios' data and market data sources. Thanks to its intelligent technology, you can start with the minimal dataset - portfolio holdings or transactions. And with our deep expertise, we are ready to help with market data integration.  

With Woltix Smart Portfolio Analytics, you will access both analytics and a flexible visualization engine. You'll be able to chart portfolio performance, concentration and risk analysis, actual and expected returns, benchmark and model portfolio comparison. 

In addition, we included advanced portfolio rebalance capabilities - you can manually change the allocations or enable the auto-following of a benchmark or a model portfolio. With all the features combined, the users can produce investment proposals, a list of transactions for further execution, or friendly PDF reports with analytics. 

Woltix Smart Portfolio Analytics also provides a holistic view and enhanced analytics of the group of portfolios. It can automatically monitor the performance and risk thresholds saving advisors' time for meaningful customer interactions. 

We are ready to help all asset and wealth managers, private banks, family offices at any stage of their digital journey