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Portfolio Risk Analytics

Portfolio and Security Analytics for Multi-Asset Portfolios

Portfolio Insights

Real-time Risk, Performance & Accounting Business Intelligence Dashboard

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Portfolio Insights

Liberating data and analytics to users for deep actionable insights

Portfolio Insights

Buy-side firms sit on vast amount data that needs to be turned into information for analysis and/or for reporting.

Bringing portfolio Holdings, Risk, Performance and Accounting data together in real-time is necessary to enable portfolio ‘Insights’ for use with Business Intelligence (BI) tools.

DATA therefore is the key and this single source of truth of client data needs to be liberated to users and investors for both analysis and reporting.

Done right, this will be a huge competitive differentiator

‘Insights’ Screenshots

Risk, Performance and Accounting Views

VaR Result

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