The eXact Analysis platform dedicated to the ‘world of Wealth Management / Private Bankingoffers the following main functions in full ASP mode:
- a complete information solution for markets and individual financial instruments.
- management and monitoring of integrated portfolios.
- Customized reports.
- Alerting systems for individual instruments and/or portfolios, depending on the defined deviation keys.
- integration of calculation tools, probability cones and ‘what-if’scenarios to support the relationship with the customer.
- integration of customized contents with CMS (Content Management System) module.
- complete multiasset database (funds, etf, bonds, shares, indices and benchmarks).
- analysis and comparisons with model portfolios and benchmarks and consequent
valuations of portfolio transactions: rebalancing and changes
(single or multiple portfolios).
- daily monitoring (tracking performance and risk) and assessment reports (periodic or on-demand).