Business Analytics Reports
Find out how much of your client's AUM is exposed to a particular share or bond. Or find how many schemes have bought a particular share or bond and in...
Sun, 24 Nov, 2019 at 7:50 PM
This shows you all your Investors rebalancing needs in one go. It suggests options to rebalance the clients portfolio. Target Allocation for a client ca...
Sun, 15 Aug, 2021 at 12:25 PM
Analyze your income to find out how much you are earning across various business metrics to find opportunities for improvement and uncover insights into you...
Mon, 6 Jul, 2020 at 9:51 AM