PORTFOLIO
INSIGHTS & REPORTING
PORTFOLIO
MANAGEMENT
& REPORTING
Monitor portfolios, performance and financial data in one integrated environment.
CORE
CAPABILITIES
Portfolio Insights
Structured views and management of portfolios, positions and composition. Realtime monitoring of breaking news or corporate actions/filings of each holding with explainable AI insights.
Performance Monitoring
Dashboards and metrics to monitor performance, trends and material changes with pricing and indices data included with licenses.
Reporting
Up-to-date reporting for advisors, investment managers, clients and internal processes. Our Client Portal will enable client preference when generating customizable reporting sections.
Asset Information
Detailed instruments, holdings, historical and market information included.
Agentic Agent Enablement
Evolving agentic ecosystem.
Account Aggregator
Consolidation of accounts and relationships across multiple institutions.
USE CASES
Consolidated Portfolio View
Aggregate portfolios, accounts and positions from multiple sources into a single view, providing a complete and up-to-date representation of client wealth.
Performance & Risk Monitoring
Track portfolio performance, identify material changes and analyseanalyze performance, risk and trends through continuously updated dashboards and metrics.
Automated Portfolio Reporting
Generate up-to-date portfolio and performance reports, reducing manual work and making information readily available to advisors, investment managers and clients.
Holdings & Asset Analysis
Explore instruments, positions and holdings in detail by combining financial information, historical data and market data.
Multi-bank Wealth Aggregation
Connect accounts and financial relationships across institutions to create a consolidated wealth view and reduce data fragmentation.
