Analyze, simulate, build and monitor investment portfolios.

The portfolio management software for regulatory compliant investment proposals.

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A powerful working tool

The regulatory compliant portfolio management software for investment advisors and professional wealth managers to analyze, simulate, build and monitor client's investment portfolios.


Comprehensive global coverage

Extensive financial database

ADVANTAGE can be delivered with a built-in extensive global database.

FUNDS

European and global investment funds, retirement/pension funds, life insurance funds, offshore funds, ETFs, and hedge funds

BENCHMARKs

Extensive benchmark coverage including all major indices and sector benchmarks

BONDS & EQUITIES

Bonds and equities data can be provided or managed on behalf of our clients

HOLDINGs

Factsheet information holdings, sector/region weightings, Asset allocations

DOCUMENTs

Full documents pack (KIIDs, Prospectus, Subscription Forms, RuleBooks);

DYNAMIC & DERIVED DATA

Dividends, corporate actions (capital events) and historical data, performance, volatility and key investment ratio figures

A smart run-time filtering engine to search informations.

Clients & Compliance

Avoid the risk of regulatory arbitrage

Questionnaires and suitability tests according to FinSA (FIDLEG) and MiFID II for a correct assessment of the client's risk profile and an appropriate investment strategy formulation - The CRM module stores relevant informations concerning the client meetings - The compliance module allows a regular portfolio monitoring in order to timely advise the customer in the case of a risk warning.

Model Portfolio

Deploy your Model Portfolio

You can define and deploy custom model portfolios as main strategy for your advisers and relationship managers. Configure and save modeling schemes to easily run frequently used models and benchmarks. Select a Model Portfolio that matches your client's investment risk profile.


Portfolio reporting

Analyze, simulate, build and monitor investment portfolios.

ADVANTAGE support you throughout the whole the advisory cicle.

PORTFOLIO

- Immediate overview of your client base
- Multi currency portfolios
- Dynamic account aggregation
- Accurate portfolio analysis

SIMULATOR

To acheive a robust and systematic investment advice process you can test your investments ideas with the multidata simulator enabling the periodic rebalancing options.

OPTIMIZER

Easily switch your portfolio assets between funds/etfs in the same family or bring a portfolio that has diverged away from a target asset allocation back into line.

COMPLIANCE TEST

Simple and efficient structured workflow to generate professional & regulatory compliant investment proposals in few steps.

ArRobust risk analysis engine is able to perform calculations at instrument level and portfolio level

Personalization

White-Label SaaS or on-premise

We can make ADVANTAGE entirely yours, under your own branding, re-engineering the entire advice workflow and finally providing you a real white label Financial Advisory Suite for your relationship managers or your advisers network.

Integration, Personalization and White Label ADVANTAGE

Latest News

Latest products developments, integrations & enhancements

23 feb 2017

ADVANTAGE with Riskart integration

Riskart (Switzerland) SA - www.riskart.com - with its long experience in financial information management and systems integration, offers now an accounts aggregation system that combines implementation speed with low costs.
ADVANTAGE can be automatically fed by portfolio's data coming from the Depo-Banks (back integration) and can prepare the orders list ready to be transmitted to the execution desk (front integration).

ADVANTAGE with Riskart integration

20 dec 2016

Product enhancement

- Data management: External import and export facility.
- Portfolio: added bonds timetable.
- Portfolio analysis: new Withdrawals / Deposits chart.
- New feature: Custom portfolio aggregation.

7 nov 2016

Product enhancement

- Multi Data Simulator: achieve simulation with the ability to change the composition and weights during the analysis period. It can be used to test dynamic model portfolios.
- Database Implementation: Certificates included in the database.
- Gross and net summary analysis: ability to compare the overall portfolio results with the gross results adjusted for certain cost items selected by the user.
- Anhancements: External usability and search tools.