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Ace Portfolio

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WealthTech platform to enable in-depth multi asset portfolio analysis

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Key Features

Portfolio Analysis

Portfolio Analysis

Analyse risk and return, optimise allocate financial resources contributing to wealthy portfolio

Investment Proposal

Investment Proposal

Create investment proposal that empower the advisor to explore the ideal investment opportunity.

Portfolio Rebalance

Portfolio Rebalance

Opportunities to rebalance the portfolio as per events in the market.

Model Portfolio

Model Portfolio

Create tailor-made model portfolio investment strategies to test and validate new investment ideas, compare performance & risk, and drive report-generation.

Client Portfolio Monitoring

Client Portfolio Monitoring

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.

Client Acquisition & Retention

Client Acquisition & Retention

Efficient analytical tool is at the core of every advisor-client relationship. ACE Portfolio Analytics serve the purpose.

Portfolio Insight

Portfolio Insight

Multi-dimensional hierarchy Family and advisor grouping Data science CAS Upload Customized report generation Advanced MIS Query ACE MF Ranking

Platform Designed for Your Business

Financial Advisors

FinancialAdvisors

Multi-Family Offices

Multi-FamilyOffices

Investment managers

Investmentmanagers

Digital Advisors

DigitalAdvisors

OFFICE

Accord Fintech Pvt. Ltd. 2nd Floor,Navbharat Press Building, Sector - 8,Near Millennium Tower, Sanpada (E),Navi Mumbai - 400705

BRANCHES

Mumbai : +91-22-67834000 : +91-22-48904000 Ahmedabad : +91-9375404042 Bangalore : +91-9379404042 Chennai : +91-9362040819

 

Delhi : +91-9312101077 Hyderabad : +91-9346216482 Kolkata : +91-9378077772 Pune : +91-7666999805