Portfolio
management
High-level client portfolio overview
Assets by client
Performance and risk metrics by client portfolio
Clients bucketing/grouping
Filtration mechanisms
Export any information throughout the portal: CSV, XLSX
Model portfolios
Configuration of model portfolios and one-click portfolio rebalancing
Advanced model portfolio management suite
Fixed-basket models: smart constituent suggestions
Rule-based models: weights are assigned to stock screening rules
Bespoke models: tailored to client preferences
Model portfolio performance, risk, and allocation analysis
Discretionary and advisory portfolio management
Advanced discretionary portfolio management suite in a user-friendly interface
Advisory portfolio management workflows: per trade or portfolio
Portfolio metrics
Risk drivers and metrics
Performance drivers and metrics
Assets breakdown by main categories
Rebalancing engine
Scheduling and configuration of constraints, pre-/post-trading checks, order generation, drift management, and rebalance monitoring
Benchmarks
Benchmarking against indices
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