The portfolio management software for regulatory compliant investment proposals.
The regulatory compliant portfolio management software for investment advisors and professional wealth managers to analyze, simulate, build and monitor client's investment portfolios.
ADVANTAGE can be delivered with a built-in extensive global database.
European and global investment funds, retirement/pension funds, life insurance funds, offshore funds, ETFs, and hedge funds
Extensive benchmark coverage including all major indices and sector benchmarks
Bonds and equities data can be provided or managed on behalf of our clients
Factsheet information holdings, sector/region weightings, Asset allocations
Full documents pack (KIIDs, Prospectus, Subscription Forms, RuleBooks);
Dividends, corporate actions (capital events) and historical data, performance, volatility and key investment ratio figures
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.
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.
ADVANTAGE support you throughout the whole the advisory cicle.
- Immediate overview of your client base
- Multi currency portfolios
- Dynamic account aggregation
- Accurate portfolio analysis
To acheive a robust and systematic investment advice process you can test your investments ideas with the multidata simulator enabling the periodic rebalancing options.
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.
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
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 products developments, integrations & enhancements
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
- Data management: External import and export facility.
- Portfolio: added bonds timetable.
- Portfolio analysis: new Withdrawals / Deposits chart.
- New feature: Custom portfolio aggregation.
- 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.