Allocare WEB
The web front-end Allocare WEB is the ideal complement to our portfolio management software Allocare AMS. With Allocare WEB, you offer your employees and customers an individual, tailor-made access to the relevant data via Internet - in your look & feel and optimized for the various end devices.
Allocare WEB flexibly adapts to your needs and optimally covers your various business areas thanks to its wide range of functions.
Access can be defined individually for any user or user group.
Dashboards
- Standard dashboards for asset allocations, performance and risk metrics
- Creation of individual dashboards for relationship managers, portfolio managers and also for customers
- Clear dashboards with aggregated data across all portfolios or by advisor for management
Portfolio analysis
- Flexible analysis and display of assets at any level, at any time and according to definable criteria using Analysis Tree or Analysis Matrix
- Changes over time, visualized in the Evolution Tree
- Cash flow tree for the representation of future cash flows
CRM
- Display of customer data incl. document storage
- Creation and evaluation of notes, also for audit requirements
- Maintenance of checklists such as for risk classification
- Possibility to integrate external data
Compliance audits
- Review of legal, contractual and individual investment guidelines at all times
- Monitoring of client portfolios for appropriate investments according to risk profile and investment strategy (suitability and appropriateness)
Reporting
- "On the fly" reports possible at any time, as printout, pdf or Excel file
- Creation of booklets and report books
- Download generated report books
- Report archive
Performance / risk measurement
- Performance at portfolio or asset category level with comparison to benchmarks or models
- Performance overviews in tabular and graphical form, selectable periods and categories, progression over time
- Risk analysis
- Key risk figures
Secure access
- Standard authentication systems (Trusted or Silent Login)
- Customized authentication systems
- Definition of user-specific access rights
- Allocation of clients specifically by relationship manager and portfolio management mandates by portfolio manager
- Read-only for end clients on their own portfolio
Look & Feel
- Adaptation of color palette, fonts, layout, content, structure to your corporate identity
- Allocare WEB in your look & feel
Listings / Master data
- Position lists
- Transaction and order lists
- Representation of portfolio, instrument and customer master data
- Search functions to support queries
