Analyse risk and return, optimise allocate financial resources contributing to wealthy portfolio
Create investment proposal that empower the advisor to explore the ideal investment opportunity.
Opportunities to rebalance the portfolio as per events in the market.
Create tailor-made model portfolio investment strategies to test and validate new investment ideas, compare performance & risk, and drive report-generation.
Comprehensive client portfolio monitoring tool helps advisor track and manage a full range of portfolio analytics. Designed to increase efficiency and enhance value by providing avenue to build, analyse, compare client portfolio with model portfolio and benchmarks.
Efficient analytical tool is at the core of every advisor-client relationship. ACE Portfolio Analytics serve the purpose.
Multi-dimensional hierarchy Family and advisor grouping Data science CAS Upload Customized report generation Advanced MIS Query ACE MF Ranking