Wealth Analyst

Consolidation

Aggregation of your clients' assets.

Allocation

Analysis of the exposure of your clients' assets. Search for concentrations.

Comparison

Compare your clients' wealth with strategic allocations. Visualize the evolution over time. Comparison with your peers.

Performance

Performance calculation of your clients' assets (Historical, Contribution and Attribution)

Cost analyses

Evaluate the charges levied on your clients' assets by financial intermediaries, including fund TERs.

Lookthrough

Replace funds with their underlyings to identify concentration risks.

Tangible assets

Include buildings, collections, family businesses and other non-financial assets.

Documents

Store your customers' administrative documents as well as all transaction notifications.

Reporting

Generate tailor made reports for each of your clients.

Web access

Access and provide highly secure access to an interactive analysis platform, generate reports and view documents from a computer, tablet or smartphone.

As a family office, pension fund, asset manager, trust or any other financial intermediary, you have access to customizable and consolidated risk analysis reports at regular intervals. This solution is also accessible to beneficiaries via a secure web platform.