USP


Combines best in class visualization tools with comprehensive Analytical framework to show portfolio performance with simplicity.




OUR MODULES

CUSTOMER
PORTAL

Intuitive and On Demand Portfolio Performance & Reporting Dashboards
Performance decomposition to Asset Classes, Sector, Security or Currency
Triggers and Alerts for deviations and re-balancing on portfolio.

ADVISOR
PORTAL

Benchmark a client portfolio against Model portfolio or synthetic index enabling portfolio review
Create client level reports on portfolio, performance, holdings, trends, risk measures on the fly
Analyse Value Addition of advisory through Performance Attribution.

AUTOMATED
ADVISOR

Goal based investments with configurable Asset allocation and instrument selection.
Rebalancing Engine to generate advisory alerts on portfolio
Portfolio Monitoring solution to generate Deviation from Model portfolio