One portal. Unlimited possibilities. Everything from a single source.
Your fund data consolidated in one place, delivering real added value for your management.
- Personalized visualizations tailored to your individual requirements
- Flexible configuration of report structures and content
- Optimized data export for presentations and further processing
- Secured data origin (primary data)
- All portfolio positions at a glance
- Quick overview of historical performance
- Comprehensive presentation of risk metrics (Volatility, Sharpe ratio, VaR, etc.)
- All valuation-relevant currencies on a daily basis
- Access to distributions and cash flows
- etc.
- From macro information and fund master data to portfolio and performance details
- Customize dashboards, views, and analyses according to your preferences
- Access available via mobile devices
The advantages are abundantly clear:
- Individualized: Tailored dashboards and customized graphics, fields and content
- Data quality: Secured data origin and use of primary data from the manco and custodian bank
- Versatile: Targeted information preparation (for investors, management, etc.) and intuitive operation for analysis and presentations
- Flexible: Export functionality in various (open) formats and purpose-driven output generation (high-resolution graphics or technical data processing)
Customized dashboard for combining any data:
CONTACT
We’re pleased to offer you our competent and reliable advice.
Claudia Mogg
Ingo Prummenbaum