Make informed portfolio and allocation decisions.
One-stop shop for data integration and portfolio management software. Fully optimize and safeguard returns with PortfolioAi. Multiple internal data sources and external benchmarks and models integrated into a single source of truth for benchmarking portfolio performance and risk.
Understand Allocations, Attribution and Exposures
Across Portfolios and Managers
Multiple asset classes normalized and cleansed
Across entire portfolio and suite of managers
Easily analyze customer portfolio returns
Real-time insights provided throughout the day
Aggregate & correlate data
True VAR, portfolio analysis & optimization
Multi-factor equity risk model analysis
Automated and self-learning anomaly detection
Configurable dashboard for summary views