Risk Analytics
Dashboard

The Risk Analytics Dashboard enables institutions, sales managers, or relationship managers to perform portfolio health scoring based on a multitude of configurable investment risk metrics.

Enable a risk-centric value proposition

Your most demanding clients expect the use of the best risk metrics, up-to-date, consistently applied to all their portfolios, near real-time.

Monitor and access your assets

Your most demanding clients expect the use of the best risk metrics, up-to-date, consistently applied to all their portfolios, near real-time.

Personalize based on roles and access

The analysis is possible for an individual client portfolio, the client book of an advisor, the client portfolio of an entire team and every organizational unit (market, country, region etc.).

Making bank-wide
exposure management
a reality

With highly sophisticated unbundling features for collective investment schemes (e.g. fund look-through, structured product unbundling etc.) it is possible to quantify exposure across counterparties, currencies, asset classes, industries, countries and regions. The impact of tactical and strategic asset allocation changes can be easily assessed and monitored.

Portfolio health scoring based on configurable risk metrics

Aggregate portfolios at different organisational levels (advisor, team, market, country, region etc.)

Personalized dashboard view based on roles and authorization level

Exposure management across counterparties, currencies, asset classes, industries, countries and regions

Be empowered with Risk
Analytics Dashboard

Faster and better advice

Advice your prospects and clients faster and better with a cutting edge suite offering all relevant functionality with a compelling user experience.

Optimized for all devices

Acquire prospects and serve clients in a modern way at the branch or any other place with an easy to use interface optimized for mobile devices.

More business at lower cost

Increase business volume and output with less input with the help of highly effective, efficient and yet compliant advisory processes and workflows.

Speak with an expert

Book a session with digital wealth, embedded finance
or technology experts.

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