Quant research hub
Fixed Income dashboard (Bonds, ETF's and mutual Funds)
Equity dashboard (Stocks, ETF's and mutual funds)
Advanced research filters (Risk, return, sharpe ratio and more)
Portfolio rebalance and creation
Quant - assisted portfolio creation: Pick assets through our quant -ranked system.
Constraint's based portfolio creation: Build around asset type, class and sector weights.
Actively managing and optimizing your portfolio: Alerts, drifting, Instrument switching
Client proposal and tecnical reports
Client proposal: Branded Pdf with your logo and a deep dive report on your portfolio (Sector exposure, credit rating, maturity and duration profile). Download a sample proposal
FA analysis: Tecnical and fundamental analysis, backtest vs benchmark, FI and equity overview, and a rationale behind every recomendation.
