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| PORTFOLIO INFORMATION |
The EQUIRION PORTFOLIO ANALYZER provides countless
features to efficiently manage investment portfolios and mutual
funds. In today's information society high net-worth individuals
are usually well-informed about markets and products.
This is when the EQUIRION PORTFOLIO ANALYZER comes
into the game. It is an indispensible tool for delivering what discerning
customers expect from professional financial consultants:
In-depth information about single assets and asset classes
including (historical) prices, absolute and relative portfolio performance
figures against benchmarks, and up to date instrument
fact sheets. Easy access to historical transactions and optional
consolidation across a number of portfolios is also available
any time.
For investment funds the EQUIRION PORTFOLIO ANALYZER
works from their individual investment holdings in order
to arrive at a true picture of your customer's assets. The required
base data together with current market prices and missing
master data is optionally available from our comprehensive
EQUIRION market data database.
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