If you're like many advisory houses, your investment advisors are either looking up key calculations or hand-calculating portfolio analytics when the data provider doesn't do it. Although your firm may have access to Bloomberg or other high-end data sources, you have not been able to import all the relevant data into your reporting system. This costs man power, for a lower relative return. Why pay for data that can only be accessed manually? If you're running Excel spreadsheets that have to be updated and hand-checked daily…with data that may be as much as a month old, why not automate the calculations to free up resources for real analysis work to be done. You may even have reports running in Access, but they lack the luster needed to make the impression you want with clients.
"In turbulent times, the ability to give precise information to clients when they call, makes the difference between losing business and securing a life-long customer."
PortfolioMatrix™ is a customizable finance analytics reporting system that delivers professional reports with comprehensive finance metrics to small- to mid-sized financial advisor teams. Financial advisors who are tantalized by the prospect of sophisticated analytics and customized reports that only institutional investment firms can afford now have the opportunity to show off unrivaled reports with precise analytics that impress and retain clients. PortfolioMatrix™ gives the asset manager a visual snapshot of a client's portfolio, releasing the advisor from time-consuming computations and enabling decisive investing.
PortfolioMatrix™ reports will be adapted to communicate your wealth management firm's brand with logo placement and color scheme. Beyond that, the reports can be tailored to your firm's advice process by modifying the way information is displayed. These reports save investment professionals the disruption of manually calculating or looking up duration, convexity, spreads and yields. Even simple metrics like bond rating distribution, credit enhancement or sector weightings within a portfolio can be a hassle to calculate, as can estimated monthly income.
The engine that powers PortfolioMatrix™ is capable of using sophisticated techniques for pulling more data from data providers. Frustration gives way to invigoration as PortfolioMatrix™ empowers the investment advisor with access to more information from the same data providers. Integrated into a cohesive whole, PortfolioMatrix™ provides the portfolio manager with actionable metrics.
PortfolioMatrix™ gives the wealth manager the foresight needed to invest proactively. Maturity distribution reports prevent the trap of overexposure to certain parts of the yield curve by demonstrating the yield by maturity of the bond ladder and graphically representing the reinvestment horizon. These reports exceed expectations by taking into account call schedules and with specialized yield curve term structure analytics.
Internally, consider the time it takes to manually summarize where each portfolio stands for administrative, marketing and strategizing purposes. With PortfolioMatrix™ as an internal management tool, you will have access to a dashboard of overview reports such as accounts that have available cash for investing and at-a-glance assessments of current activity on each portfolio.