Build and manage your client and model portfolios with our easy-to-use planning and reporting tools, specifically designed for advisors and asset managers.
Define your global strategy through interactive and easy to use model portfolios for each of your risk profiles
Track and analyse your portfolios in real-time with value-added insights from Allfunds. Integrate your clients’ portfolios or upload them in bulk and automate the process
Generate portfolio reports providing sophisticated measures of performance, risk, and portfolio allocation with attractive graphics and customised with your corporate branding. The reports comply with the MiFIDII and PRIIPs regulations and are ready to be distributed to the end client.
All the information is also available through API
ESG metrics and scoring, and a full ESG value-added report with a breakdown by environmental, social and governance is available at portfolio level. Get detailed information on SFDR principle adverse impact indicators, social indicators, and EU Taxonomy-eligible activities. The enhanced monitoring and reporting solutions bring a precise focus on ESG goals, compliance and regulatory requirements while demonstrating business transparency and reinforcing your brand image.
Show clients how their portfolios will help achieve their goals. Create investment proposals with an interactive and easy to use tool.
Get the optimal combination for your client's portfolio based on the Markowitz Efficient Frontier. With a visual graphic interface, the user can select the best fund allocation for a given level of risk.
Adjust and update your clients' portfolios in real-time, execute changes in bulk or one by one, for the different strategies and model portfolios. Create comprehensive portfolio reports to share with your clients.
Access a complete solution that simplifies your management operations, including portfolio contributions, withdrawals, product switches and much more.
With Nextportfolio3 you can automate all sophisticated calculations and more. Nextportfolio3 can be configured in multiple currencies and is available in English, Spanish or Italian
All data and insights can be adjusted to your client portfolio's regulatory limits and documentation
Personalise your PDF reports with your company brand and configure them in multiple languages, currencies and geographies. All the information is also available through API
Avoid long and expensive integration periods when using our fully integrated tools