Decision Support Tools

Querying, simulation, what if scenario analysis and automated monitoring to support quick and efficient decision making.
Powerful multi criteria querying facility to select clients with set of conditions for efficient filtering.
One-click What if Analysis: Capability to generate and analyze 'what-if' transactions while reviewing client portfolio by a single click and preview implications on portfolio composition, preferences, capital gain and taxation.
Simulation reporting: Generate simulation reports with 'what if' transactions and preview capital gains, wash sales, portfolio composition and compliance to investment preferences.
Tax efficiency - up to date current status of capital gains + preview tax implications of planned investment changes for tax efficient investment.
Automatic monitoring of assets and performance, identify situation requiring attention and provide event driven portfolio specific alerts for timely action.