Client reporting, performance & risk analytics
Custom templates and preferences / P&L and performance analysis / Data quality and enhancement / Scheduled and ad-hoc reporting
The tool focuses on the area of reporting on client’s investments, and, among others, presents portfolio drill-down, performed operations and investment results. It also analyzes the return and risk sources of the client’s overall assets.
User-defined analytical processes provide a preview of the ex-ante and ex-post values at different levels of aggregation – portfolio, currency, asset classes, sectors, ratings and individual product. It is possible to generate periodic and ad-hoc reports for different client groups by taking advantage of data import from internal or third party systems, data quality management, and more. Reporting to the end client can also be fully outsourced to Comarch.
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