Smart portfolio analytics at your fingertips
Bring the data to the surface and transform it into actionable insights through interactive dashboards and comprehensive analytical interfaces. Built on our high-performance database, the platform delivers real-time portfolio monitoring and in-depth analysis of issuers and financial instruments.
Portfolio visualization & analytics
Monitor your portfolios through customizable views that display all the information relevant for your investment process. Create dashboards to have an aggregated high-level view of multiple portfolios and key metrics.
Simulation & portfolio rebalancing
From your custom Portfolio views, rebalance your portfolio in a click, check in the blink of an eye that your constraints are respected, then transmit orders to your execution system.
Analytics
Create ad hoc views and fact sheets to make the most of your data. Want to combine your multiple data sources to have a comprehensive view of the ESG profile of your issuers / instruments? That can be easily configured.
