Portfolio analytics is a key component in investment management. It helps managers analyze returns and investment risk for their clients and helps them make informed decisions about their investments. But analyzing portfolios 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 get the portfolio 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.
Wealth in a Box is one such Investment Management Software. It is an agile modern architecture which brings together front, middle and back-office wealth technology solutions to reduce costs and increase efficiency of wealth managers.
Designed for the ease of managers and their clients, Wealth in a Box makes portfolio analytics more accessible and comprehensible.
Below are a few other ways Wealth in a Box simplifies portfolio analytics:
Simplified Data Results
It analyzes 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 investment managers to inform clients about the possible investment risks and 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 Wealth in a Box 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
Wealth in a Box 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 each individual.
Always Ready
The Wealth in a Box system is always ready, which helps avoid delays and dependencies.
Flexibility
Flexibility helps Wealth in a Box support different models for asset classes and styles, enabling it to easily handle multi-currency and multi-asset portfolios.
If you are an investment manager looking for a technology solution, you can find out more about Wealth in a Box here: Software for wealth managers.
About Valuefy:
Valuefy is a premier investment technology lab with cutting-edge solutions serving the leading financial institutions across the globe. Its Wealth Management Solutions has enabled Wealth Managers globally by providing production-grade investment technology for an uberized customer experience. Reach out to us today and get a solution that best suits your needs.
