InvestEdge ASP's portfolio management tools include rich visual displays and intuitive drilldowns for detailed analysis
of single accounts or groups of accounts. With a click of the mouse, managers can view holdings by
customizable asset category such as equities, fixed income, cash, or other assets, as well as
user-defined subcategories like asset subclass, equity style, equity market cap, equity sector, bond sector and maturity. Performance comparisons to customized benchmarks and indices are also readily available.
Through integration with vendor data providers like Baseline, Pertrac, Factset, Morningstar, and others, a wealth of information is available at the asset level as well. The system provides streamlined access to ticker symbols, number of shares held by the account, price, market value, tax cost, gains and losses, estimated income, yield and other valuable information. Additional data, such as EPS, total returns, and related research reports are also dynamically linked to each asset, providing streamlined access to all data required for analysis and reporting.
Other productivity-enhancing features, such as tools for comparing accounts to targets and models, tracking investment policies, and creating family-based relationships further enable investment advisors to spend more time gathering assets and serving clients, and less time manipulating data.
Gain an instant picture of each portfolio's holdings, allocation, and performance with comparisons to benchmarks and indices
Click to enlarge and view more portfolio management screen shots
Access accounts by manager, account type, location, or other attributes, as well as across the book-of-business (with permissions)
Group related accounts or sub-divide portfolios for detailed analysis and family-based reporting
