High-level client portfolio overview
- Assets by client
- Performance and risk metrics by client portfolio
- Clients bucketing/grouping
- Filtration mechanisms
- Export any table on the portal to CSV or XLSX
Portfolio
management
Model portfolios
- Configuration of model portfolios and one-click portfolio rebalancing
- Advanced model portfolio management suite
- Fixed-basket models: smart constituent suggestions
- Composite models
- Bespoke models: tailored to client preferences
- Model portfolio performance, risk, and allocation analysis
Discretionary and advisory portfolio management
- Advanced discretionary portfolio management suite in a user-friendly interface
- Advisory portfolio management workflows: per trade or portfolio
Portfolio metrics
- Risk drivers and metrics
- Performance drivers and metrics
- Assets breakdown by main categories
Rebalancing engine
Scheduling and configuration of constraints, pre-/post-trading checks, order generation, drift management, and rebalance monitoring
Benchmarks
Benchmarking against indices