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.
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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 -
Monitoring fees and charges -
Monitoring of MLA capital movements -
Monitoring change in value -
Monitoring data status -
Monitoring tranches on delivery -
Monitoring master data in the period -
Monitoring WP stock Master data -
Monitoring of securities holdings Current prices -
Fee controlling -
Monitoring customer account persons -
Monitoring Customer Account IDs -
Monitoring customer account assets