Simplifying Portfolio Analytics with Investment Management Solutions

Portfolio analytics is a key component in investment management. It helps managers in analyzing returns and risk for their clients and help them make informed decisions about their investments. But analyzing portfolio is no small task. It involves a lot of processes like attribution, performance benchmarking, risk management, portfolio slice and dice, and more.

To make their job easier, these investment managers need intelligent and reliable technology solutions that not only take the burden off their shoulders but also gets the analytics done faster. These solutions help reduce human error by automating the whole process of analysis and leveraging the ability of artificial intelligence to find in-depth insights for more informed recommendations.

ValueAT is one such Investment Management Solution.

Designed for the ease of managers and their clients, ValueAT makes portfolio analytics more accessible and more comprehensible.

Below are a few other ways ValueAT simplifies portfolio analytics:

Simplified data results

It analyzes the complex data, both real-time and historical, and presents it to the clients on their user dashboards with enriched visualization and simplified attraction. This makes it easier for the investment managers to inform the clients about the possible risks and the returns.

Saves time

It takes only seconds to analyze data and present recommendations. It takes up to weeks for a human to do that because of the sheer amount of work that it is. It saves time and helps capitalize on the opportunities that open in the market.

Customization

With its goal-based approach to the advisory, all recommendations made by ValueAT are customized for the goals set by the clients. Since every individual or entity has their own set of goals to achieve, no two clients have the same recommendations. It is programmed this way to provide highly accurate and relevant recommendations to the clients and support their investment goals.

Automation

ValueAT automates complex research, investment planning, and portfolio monitoring to enable investment managers, fund managers, performance analysts, risk analysts, and compliance managers to provide an uberized user experience to their clients. It has different formats of the portfolio for Analysts, Fund Managers, and CXOs with different approaches for these people.

Always Ready

The ValueAT system is always ready, which helps avoid delays and dependencies.

Flexibility

Being flexible helps ValueAT support different models for asset classes and styles enabling it to handle multi-currency and multi-asset portfolios, with ease.

If you are an investment manager looking for a technology solution, you can find out more about ValueAT here: https://www.valuefy.com/valueat

Or you can contact Valuefy and get a solution that best suits your needs.

The science and art of choosing the right Investment Management Solution

Choosing an investment management solution is a rather difficult task, especially when there are many options to choose from. You want to make the most of it, making it easier for your investment managers to be more productive and efficient. Something that will also provide your clients with easy to understand insights to help them with their decision making.

From client acquisition and onboarding to compliance and oversight, there are processes that can be easily digitalized and help save time. When your investment managers save time in gaining data analytics and making detailed reports, they can work on putting those reports to good use and help make your clients make the best choices.

But choosing the right investment solution is just like choosing investment options. It is as much an art as it is science, meaning it is just as subjective as it is objective. There are aspects of an investment management solution, like analytics and reports, that will work for all investment managers but there are processes that might not work in a “template” approach and might need customizations for different fund managers and sometimes, for different clients.

All these considerations seem to make choosing an investment management solution more complicated than it is but when we break it down to the basics, it’s quite simple actually. WealthFy makes it easier for you to see a clearer picture and make the right choice when deciding on a solution. It will make your job easier and your client’s decision making faster.

So, here’s a breakdown of the reasons why WealthFy may just be the best investment management solution for you:

Interactive Client Portals

Smart client portals help wealth managers present a holistic view to the rewired investor, on demand. It is built to connect with complex legacy systems and is powered by an optimized data layer. Complex Private Banking portfolio is made interactive and personalized to make wealth management with tailored goal vs investment profiling easier.

Digital Intelligence

Smart Advisory Algorithms empower your sales force with a seamless workflow across mandates, portfolio reviews, portfolio construction, and transactions. This paperless advisory workflow is a close replica of a CIO’s view in each client interaction.

Precise Portfolio Review

Portfolio reviews no longer need to take weeks and can be performed within seconds. WealthFy creates portfolio insights for investment advisors that are delivered through powerful dashboards. And the whole process can be customized and automated as per your client’s needs, creating a truly digital, millennial experience.

Advisor-Client Solution

Today’s investor needs an investment management solution that is made for tomorrow but also adheres to the constantly updating legacy regulations. WealthFY’s Advisor-Client solution arms every Wealth Manager with compliance and smart insights to make the most of the investment.

Cloud-based Solution

Having a cloud-based solution not only increases the efficiency of your solution but also saves costs as there is no hardware involved. And it pretty much takes care of itself with automatic updates to keep the software relevant. These solutions are also available round the clock and have a flexible capacity on storage.

Do you want to take an early lead at being the most preferred investment management firm in the digital age? Contact Valuefy today!