Portfolio Analytics

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Portfolio Analytics stands as the bedrock of successful wealth management, offering a comprehensive view of investment performance, asset allocation, and risk exposure. Armed with this data, clients are empowered to make informed decisions regarding investment strategies and risk mitigation.

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However, implementing portfolio analytics can pose several challenges, including ever-changing financial models, data consistency, accuracy and availability.

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COMPASS Portfolio Analytics addresses these challenges head-on with its comprehensive Financial Data Mart and Financial Engine, consolidating diverse financial data across a time series dimension. Moreover, the solution offers a range of flexible and practical portfolio analysis models, generating insights into portfolio performance, risk, allocation, and rebalancing.