Portfolio Analytics

Target Group: Customers with an existing portfolio and one or more deposits

Objective: Reviewing the current portfolio.

Transaction: Recommendations

Classical Features:

  • Portfolio Aggregation
  • Asset Categorization
  • Asset Allocation
  • Stresstesting
  • Efficiency Curve
  • Cost Analysis
  • Product Evaluation based on FinStata Lib
  • Portfolio Transition

Can be transferred in a managed portfolio

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