A central collaboration tool
To harmonize your offering and support your distribution network, you delegate the construction of reference portfolios to internal or external experts.
Monitoring and communicating model allocations is a time-consuming exercise, especially in the absence of automated and integrated solutions. With the Portfolio Construction module, you allow your experts to manage reference portfolios, measure their performance and easily share their allocations with their network.
With analysis features, alert tools and integration with our investment simulators, this module is a central collaboration tool in your distribution strategy.
Several roles to adapt your processes
In this module, we offer several roles to our users, which give them different rights on portfolios:
- The viewer can only view and use the portfolios managed by others.
- The editor can view the portfolios managed by others, but also create model portfolios on his own.
- The admin has administrator rights and can share his portfolios with his network.
With this system, your experts can share non-editable portfolios with the sales teams. Advanced advisors can build and monitor their own portfolios.
An answer to your challenges
Find all the characteristics of a given portfolio and its supports, detailed through clear visuals.
You can thus validate at a glance the SRRI of your portfolio, its costs or its ethical dimension, analyze its composition, assess its past performance and the quality of its diversification.
You thus have all the keys to building optimal portfolios, monitoring their evolution and thus giving your clients the best recommendations.
The strengths of the portfolio construction
A tool suitable for back-testing, delegated management administration or the sharing of model allocations.
Automatic alert system, on your portfolio or the underlying assets of your choice.
A measure of exposure to SRI investments, SRRI or the level of management fees.
You can enable sharing with the rest of your network, who can monitor allocations and import them into our simulators.
Details of allocation, performance and correlation
The optimizer for self-built portfolio aims to facilitate the allocation proposal of wealth management advisers, while leaving them the choice of units of account.
The adviser can configure the minimum and maximum he / she wishes to give to each asset class in order to build step by step the allocation that appears optimal.
He / She can also use the AAA optimizer which identifies in a few seconds the weighting allowing to maximize the chances of success of a savings project, while respecting the pre-defined SRRI.
We also offer the user the option of setting their own alerts in the event of a deviation from a portfolio or asset over a given period.
All alerts are displayed in the platform’s notification center and sent by email if the user wishes.