API Console

Swagger | Microservice

Executive Summary

Assess and report on investment portfolio make-up, valuation and performance

Examples of Use

A relationship manager requests an investment portfolio performance analysis prior to a regular client meeting

Role Definition

Perform scheduled and ad-hoc performance analysis on a customer’s investment portfolio. This can include different types of analysis and performance comparisons

Related Business Scenarios

Process Portfolio Rebalancing
Process Performance Review

Core Business Object

Investment Portfolio

Key Features

  • Consolidate investment portfolio transaction details and comparative market activity reports
  • Select types of performance analysis and apply analyses to the period of transaction data
  • Develop portfolio performance comparisons and evaluations/justifications