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Portfolio Analytics
Comprehensive Portfolio Analysis and Reporting
Analytics Dashboard provides institutional-grade portfolio analytics for investments. From performance attribution to risk decomposition, get the full view on all your investments.
80%
Reduction in manual updating
20+
Customizable metrics
Real-time
Portfolio valuation
2x
Faster decision making
Part of the Analytics layer
Key features
Everything you need to power your portfolio analytics solution.
- Performance Attribution
- Detailed breakdown of returns by asset class, sector, and individual holdings with benchmark comparison.
- Risk Analytics
- Value at risk, volatility analysis to understand portfolio vulnerabilities.
- Custom Reporting
- Generate reports for management with customized metrics.
- Multi Assets
- Track and report on portfolios from different asset classes
How It Works
Get started with Analytics Dashboard in four simple steps
Data Integration
Connect your reports and other data to our analytics engine.
1
Custom Analytics
We construct unified and granular views of each holdings across all accounts and asset types.
2
Continuous Analysis
Daily calculation of performance, risk, and exposure metrics as markets move.
3
Client Portal
Management can access the analytics dashboard and download reports on demand.
4
Ready to implement portfolio analytics?
Get in touch with our team to learn how Analytics Dashboard can help drive growth.
Contact us