Our Platform Advantage
Easily analyze an investment portfolio, make accurate financial decisions.
Aggregation & Reconciliation
We add the information of positions and transactions of all its custodians, standardizing the information to a unique format. This allows us to reconcile positions and valuations.
Portfolio Analysis
Regardless of the complexity of your portfolio, we can calculate performance and risk metrics. This includes analysis of benchmarks, performance contribution and attribution.
Security
The security of information is one of our fundamental pillars, which is why we are constantly reviewing and testing our solutions.
Top Tier Reporting
We have more than 100 standard reports at your disposal. We can prepare reports tailored, and statements massively for your clients.
Web Access
The information, analysis and reporting can be accessed 24/7 through our website, or yours.
Multi-Currency & Language
Our solutions are built to work in any functional language or currency, which are defined by the user.
We want to help you gain time for the core of your business.
Finantech Team