powerful portfolio analysis
Analyze of all your clients’ portfolios. Individually or combined, on a micro or macro level. through the entire investment cycle. Sounds like magic? Enter Asset Wizard. A powerful system that gives you access to portfolio data anytime, anywhere at the wave of a wand (or rather, the click of a mouse).
Benefits to you
- Gain transparency over your clients’ portfolios, including identifying the best performers
- Evaluate returns at a glance with the comprehensive investment view, seeing if investments are in line with defined strategy and bandwidths, and understand where risks might be coming from
- View asset allocation, performance and risk by asset category, drilling down to individual securities
- Switch easily between client portfolio, asset category and investment views
- Export and further process portfolio data as needed
Find out more
Interested in speaking with someone about this tool? Get in touch with us, and we‘ll be happy to help you learn more.
For certain e-tools minimum requirements have to be met and under certain conditions restrictions may apply. Certain e-tools are subject to legal and regulatory restrictions and cannot be offered worldwide on an unrestricted basis and may not be available to the Financial Intermediary. Please take note that these tools are intended for Financial Intermediaries.