Easily handle any porfolio of your clients.
For each of these ones you'll have available aggregate data as well as overall portfolio analysis. The composition is proposed through a chart endowed with instruments asset class, initial and current price (for installment based bonds), incidence and money value (for installment based bonds).
Complete portfolio simulations thanks to advanced platform tools.
Simulate portfolios might have any starting date compatible with the chosen instruments and can be used for multiple purposes: analyzing past trends, real portfolios benchmarks, or evaluating the efficiency of multiple potential operative strategies. On top of the instruments, you will be allowed to insert real as well as simulated portfolios. This functionality is particularly useful in order to evaluate the allocation of different portfolio strategies. You will be also able to implement a periodical rebalance with customized frequency.
Evaluate the substitution of portfolio financial instruments with more preferable ones. Alternative instruments, ordered by BRating score, can be analyzed and sorted according to risk and return on different time frames.
In order to ease the comparison between current and optimized portfolio you can take advantage of quantitative risk and return analysis as well as graphical tools that enable your to evaluate the historical trend.
This comparison is carried out through a simple simulation process with no rebalance that verifies how the actual portfolio would have performed if one of more instruments would have been replaced at the starting date.
Simulate portfolio adjustments and run MIFID test on the risk parameter.
MIFID test is realized on a simulation with a six month re-balancement that shows the possible evolution of the portfolio with the current asset allocation.
If the test has a proven positive outcome, the adjustments might be saved as hints to the client and be part of the documentation as requested by the law.