PORTFOLIO ADVANCED ANALYSIS

FUNCTIONS

Analysis of instruments
and portfolios

We support Asset and Wealth Management professionals in the process of advanced selection and analysis of financial instruments, in building investment portfolios and with continuous monitoring using risk/performance indicators.

Benchmarking advanced reporting

We allow the comparision of instruments, portfolios and relative benchmarks by using interactive graphs.
We process advanced reporting to support the relationship with the customer in order to guarantee high quality standards for the consulting service.

“API based”
flexible solution

Functions are provided through an API ecosystem (>200) immediately available for integration within third party digital wealth management front-ends and through an application interface – Deus t1 – dedicated to advisory desks/investment centers for the central content government.

CHARACTERISTICS

Advanced quantitative
analysis tools

Stock picking – scoring of financial instruments.

Extensive investable universe available (>300,000 instruments) in “data embedded” mode.

Construction of model and real portfolios.

Management of proprietary financial instruments – asset management, portfolios in consultation.

Technical setting on APIs and widgets to allow a high level of personalization of the front-end.

Interactive graph analysis
and advanced reporting

Advanced tools for quantitative analysis – performance, TEV, VAR – structured comparison between financial instruments, portfolios and benchmarks.

Performance & risk decomposition.

Interactive graph analysis and advanced

reporting of portfolios.
Engine for on-the-fly calculation of indicators.

DATABASE OF FINANCIAL INSTRUMENTS AND PRICES

Data embedded
installation

The solution is also available in the cloud complete with a database of titles and prices (>300,000 multi-asset instruments). An extensive financial database (160,000 multi-asset products).

Italian mutual funds, SICAVs and ETFs, hedge funds, authorized and unauthorized foreign funds, pension and insurance funds, certificates, stocks, bonds and currency, indexes and benchmarks.

Data independent
installation

Flexibility in the integration of proprietary

titles and prices databases.

Deus solution is furthermore developed

to receive the intermediary’s historical data,

ensuring maximum flexibility in configuration choices

and timing in the implementation phases.

ADVANTAGES

Modularity

The modularity of the solution ensures reduced project timeline and cost.

Innovation

Innovative solution,

adaptable to ever-changing business needs.

Flexibility

Installation flexibility:

“on-premises”/ “in cloud” – speed and ease of use.

Reliability

Reliable solution and in line with the current regulation regarding risk and compliance.

GALLERY

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SOLUTIONS

Portfolio Advanced analysis

ROBO WEALTH
ADVISORY

COMPLIANCE
& RISK MIFID