eXact Suite financial advisory platform
eXact Suite platform, initially designed to distribute complementary information and analysis of asset management products, has been progressively extended to all investment advisory support activities with the integration of a proprietary database, to offer a platform for financial advice and portfolio management as a unique solution to provide an increasingly comprehensive response to multi-managers, private bankers and financial advisors
Advantages of eXact Suite
Analysis has implemented a scalable application with the aim of providing an integrated solution that allows financial portfolio managers to interact with customers in a innovative way, from the point of commercial presentation enriching financial content to support the analysis of investments in asset management products and securities as well, enabling our customers to perform a wide range of activities such as:
- Easy reporting and dynamic construction of peer-groups
- Personalized comparisons on an extensive library of indicators
- Performance analysis and breakdowns by customizable asset classes or by individual financial instrument in the portfoli
- Performance attribution analysis with an “exact” multi-period approach based on breakdowns for customizable asset classes.
- Value-at-Risk measurement for multi-asset portfolios.
Support
If you are already a customer or you need general information, please contact us.
