The Risk Compass 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 the Risk
Compass
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.