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Portfolio Customization Tools
WealthSpectrum provides a variety of tools for efficiently managing a large number of portfolios with flexibility for customization, tax efficiency and minimum efforts:
Customer Profile, Preferences and Compliance
- Specify client preferences for asset allocation, securities and sectors in terms of target, tolerance, maximum and minimum.
- System can monitor compliance to client preferences and flag non compliant portfolios for review and rebalancing by advisor.
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Model Portfolio Management
- Powerful and flexible model portfolio tools provide functionalities to manage large number of portfolios with minimum efforts and with flexibility for customization in terms of client preferences for investment style, sector allocations and cash balances and with tax efficiency.
- Model portfolio creation, review, valuation and performance measurement.
- Multiple models with different objectives and strategies, link client portfolio with any model for benchmarking and rebalancing.
- Preview implications of model portfolio revision.
- Rebalance client portfolio as per model with preview of cash flow, tax implications and wash sales.
- Portions of a portfolio can be rebalanced against specific model.
- Rebalancing can be subject to client constraints on sectors and cash balance.
- Multiple options for cash allocation while rebalancing.
- Rebalancing can be used to allocate new funds.
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Portfolio Builder
- Portfolio builder with reference to client preferences - build from scratch or use existing plan / model / client portfolio as starting point.
- Create and save plan and use for building multiple customized portfolios based on client preferences.
- Preview compliance with customer preferences and restrictions.
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Allocation Tools
- Revision of allocation to specific target levels with and without cash constraints - preview implications.
- Revise allocations thru swap of securities - preview implications.
- Optional integration with external asset allocation tools.
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'What-if' Simulation with allocation tools
- Generate and store 'what-if' simulation transactions while
- Rebalancing client portfolio with model.
- Revision of allocation to specific target level.
- Revision of allocation thru swap of securities.
- Generate simulation reports with 'what-if' transactions and preview capital gains, wash sales, portfolio appraisal and compliance to investment preferences.
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