Overview
A digital solution for automating your reporting, reinventing user experience, illustrating your performance, centralizing data and supporting sales efforts.
Key features
Digital
An easy-to-use application for monitoring your portfolios. Your clients, sales team and staff are asking you for clear and concise information? Boost your answer by implementing tailored interfaces for them.
Analytics
An integrated calculation engine, including contribution calculations and performance indicators. Generate dynamic reporting at any time or date.
Reporting
A flexible production tool. Easily generate reporting for all fund types, using a multi-lingual and multi-jurisdictional application. Regularly create tailor-made reports enabling you to be responsive when faced with specific client requests.
Data
We centralize and create a history of all of your data (positions, trends, risks and benchmarks). This same data can then be fed into a digital application, traditional reporting as well as your web site.
Use cases
An application which accompanies you from portfolio management to client relationship management.
Performance, reporting & client service management
Automate your reporting for any type of asset class, language or disclaimer. Produce tailor-made reporting for institutional clients with just one click. Provide your teams and clients with daily, updated valuations (if the underlying asset allows for it).
Portfolio monitoring
Refer to past performance via a visual, analytical tool. Improve internal collaboration via a portfolio monitoring tool, which is the same for everyone.
Sales
Simplify your daily interactions with existing clients and increase your retention rate. Be responsive when faced with specific client requests. Differentiate your offer and convert more prospects into client wins.