IND Portfolio Analysis
Complete and customizable
- A tool for affluent investors
- To analyse and monitor their investments
- Get customizable price alerts
- The Bank can define the set of involved asset classes
- The Bank can customize the model portfolios to offer
Why are we different?
- User friendly GUI, based on state-of-the-art technology
- Easy-to-understand visualizations
- Advisory module to adjust the portfolio to the needs of the customer
- Can be used by the client and by client managers and sales officers as well, to explain the portfolio and its changes and to offer new investments
- Smooth adjustment and integration of the front to the existing Internet Banking or Brokerage systems
- Easy integration to Market Data Providers
Key areas
- Private banking department
- Upper mass segment retail customers
Functionality
- Insight and understanding of portfolio data
- Tracking the performance of the portfolio
- Interactive charts to visualize the data and make it understandable
Functionality
- Portfolio overview
- Portfolio value visualization
- Portfolio history visualization
- Portfolio yield-risk visualization
- Printable portfolio report
- Customizable price alerts
- The available alerting channels are: on-screen, SMS, email
- Advisory module & sample portfolios
- The proposed default set of involved asset classes are: equities, bonds, investment funds
