Monitoring

Module "Portfolio Service Extended Portfolio Analysis"

The financial crisis in particular has made it clear how important it is to monitor all securities accounts at all times. Whether asset allocation, restrictions or agreed loss thresholds - your Infront Portfolio Manager offers the appropriate evaluations for monitoring, both for monitoring the advisors and for monitoring the quality of the securities portfolio.

Customizable evaluations are available for monitoring and analysing data quality and data integrity. The performance of the individual client advisors can be presented, for example, in terms of surplus performance compared to a benchmark or equity in relation to assets.

Siehe auch:

List of evaluations for depot monitoring

Surplus performance monitoring

Asset monitoring

Detailed asset monitoring

Restriction monitoring

Restriction monitoring (with commentary)

Monitoring loss thresholds Portfolio

Monitoring loss thresholds WP

Monitoring risk limit

Monitoring risk profile

Monitoring equity