Business Analytics Reports

Security Exposure report
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 i...
Sun, 24 Nov, 2019 at 7:50 PM
Variance in Allocation report
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
Brokerage Income Detail and Analysis
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