Our fund center makes investing easy. There is a great number of tools which make a proper in-depth analysis very straightforward. Investors benefit from 50+ quantitative and 30+ qualitative fact files for each program, so they can analyze performance, risk and investment styles for individual programs as well as understand total portfolio risk characteristics.
Benchmark or peer to peer studies are also available. Investors can create custom rankings or build robust multi-manager portfolios. All reports can also be stored as pdf files.
Using our technology investors get a full understanding of the drivers of performance and risk of a particular program or an entire portfolio. They can visualize data in a user friendly way very quickly, which helps them to make better and more informed investment decisions.
All Available Features
Each allocation can be multiplied using leverage.
Similar to rankings, it allows you to list selected programs together with selected data fields (minimum investment etc.)
Quick overview which programs have been added to the fund portal database lately.
Each Tailor client could have customized program information (for example one broker has a deal with a CTA to have a lower minimum investment).
PIN codes or Email/Password can be used to log in to the fund center.
Ability to create a watchlist or see which programs your leads have in their watchlists.
Similar to watchlists.
Brokers can upload their own videos and create a research center or place a video to a CTA profile.
Especially helpful for explanations how we calculate all the statistics.
You can place custom disclaimers anywhere in your database.