Intellect® Portfolio Management & Analytics allows the customer and the advisor to view, monitor and analyse the portfolios. Its robust aggregation framework consolidates various client holdings into portfolios and easily to monitor, measure and compare the performance of individual securities, products, asset classes including the whole portfolio itself.
Key Features
- Portfolio view at a Base/CIF/GCIF level with drill down
- Portfolio performance benchmarking
- Drill down up to securities level
- Gain / Loss calculations
- Monte Carlo simulations (Max, Min, Average returns)
- Portfolio back-testing (VaR at different confidence levels, absolute returns, annual returns, Standard Deviation)
- Portfolio performance measures (Jensen’s alpha, Treynor’s ratio, Sharp ratio, IRR, XIRR, Realized, unrealized gains, Absolute returns)
- Security analytics, bond analytics