Aggregates financial data from thousands of institutions into a unified platform for comprehensive portfolio views.
Provides detailed reports on investment performance, including benchmarks and attribution analysis.
Analyzes portfolio risks using advanced metrics and scenarios to inform investment decisions.
Helps ensure regulatory compliance with automated monitoring and reporting features.
Enables secure client access to portfolios, reports, and communications through a branded interface.
Connects with third-party systems via APIs for seamless data flow and workflow automation.
Advisors can track client portfolios in real-time with detailed analytics to monitor performance and make adjustments.
Use tools to identify tax-loss harvesting opportunities and optimize strategies for capital gains.
Generate customized reports for clients to enhance transparency and communication during reviews.
Analyze portfolio risks and run scenarios to ensure alignment with client risk tolerance and goals.
Automate regulatory reporting to meet requirements from bodies like the SEC or FINRA efficiently.
Evaluate investment opportunities and performance across various asset classes using integrated data.
Manage complex wealth for family offices with tools for multi-generational planning and reporting.
Support institutional investors in overseeing large portfolios with scalable analytics and reporting.
Break down portfolio returns to understand contributions from different investments or strategies.
Streamline the onboarding process by aggregating client data quickly and accurately for initial setup.
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