The eXact Analysis platform dedicated to the world of Wealth Management / Private Banking offers 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).