Digital AdvisoryEnhance your portfolio management and customer engagement
tetralog portfolio has the power to turn almost any investment advisory regime into a straightforward standardized process for customer advice and communication, creating a sustainable revenue stream.
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tetralog portfolio
Comprehensive portfolio insights at a glance
tetralog portfolio, a key component of the cleversoft service offering, empowers investment advisors and wealth managers to make portfolio quality and investment expertise visible, understandable, and tangible for their customers.
The investment advisory cockpit allows you to instantly visualize risk distribution across your customer’s entire portfolio, leverage financial mathematics to improve portfolio structures, and identify and implement optimal investment products for portfolio enhancement.
It features an intuitive and dynamic interface for interactive portfolio analyses and construction, with a highly precise, single security-based portfolio optimizer. Innovative checks, indicators and best-fit algorithms provide professional advice on individual investment portfolios.
Elevating the investment advisory process
tetralog portfolio supports investment professionals to prepare, conduct, and document customer meetings with unprecedented efficiency. It consistently increases advisory efficiency, portfolio quality and customer satisfaction through its intuitive user interface, interactive portfolio charts and smart indicators. Investment professionals can easily analyze, structure and optimize investment and model portfolios of any size.
tetralog portfolio fully supports and seamlessly combines both quantitative (Risk/Return) and qualitative (asset allocation) approaches to portfolio construction, optimization and management, adapting your specific investment principles and portfolio management regimes
Key benefits
- Intuitive visualization
See risk, performance, diversification, suitability and potential of the portfolio at the level of individual securities and asset classes
- Detailed analysis
Conduct simulations and forecasts regarding portfolio structure, risk and performance
- Holistic advice
Create advice according to customer requirements and risk profile, on the level of individual securities and asset classes
- Interactive portfolio optimization
Optimize to the model portfolio or to the efficiency line according to target risk by drag & drop
- Innovative algorithm
Utilize best-fit algorithms to automatically identify the products best suited to the customer portfolios
- Proven calculation cores
Leverage robust calculation cores to analyse and optimise portfolios at individual security level
- Enhanced Data Platform
Full coverage of more than 110.000 equities, 62.000 bonds, 20.000 funds, 2.6 million certificates and 100.000 indices
- Custom asset mapping and data integration
Mapping of individual asset class systems and integration of own securities data and research
Functionalities
- Quantitative and qualitative portfolio analysis
- Model portfolio and benchmark comparison
- Optimization of portfolio structure on single security level
- Efficient product selection with look through asset allocation analysis
- ESG Look through and optimization
- Scaling of investment know-how and research
- Best Fit proposals approximating target asset allocations
- Creation of client reports and investment proposals (pdf/ppt)
- Central management of portfolio structures
- All asset classes, constraints and parameters can be controlled interactively
- Multi bank portfolio import
Digital Advisory Services