Bravura-owned FinoComp releases 'game changing' portfolio evaluation tool for platforms

Enhances portfolio valuations

clock • 2 min read

Fintech provider FinoComp has launched software designed to help advisers and wealth managers analyse the performance of their clients’ portfolios.

Investment performance reporting tool Insight allows advisers to break down the contributions of different assets to a portfolio's performance within any time periods and can be integrated with any platform. It also allows advisers and wealth managers to assess how a portfolio would have performed if it contained particular assets against its current performance, identifying the winners and losers of a portfolio. The tool allows advisers to analyses returns on a time-weighted basis - so it does not factor in the impact of individual's contributions or withdrawals - or on a money-weigh...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

'Underperforming' sector does more damage to women over time

'Underperforming' sector does more damage to women over time

Y Tree executive director Eliana Sydes speaks to PA

Sophia Panayi
clock 29 July 2026 • 2 min read
From the annual review to the 'always on' adviser/client relationship

From the annual review to the 'always on' adviser/client relationship

'Regular reviews will still play an important role, but clients' lives do not follow a servicing calendar'

Tessa Lee
clock 28 July 2026 • 4 min read
Number of British millionaires drops to lowest level since 2008

Number of British millionaires drops to lowest level since 2008

Estimated number of 442,000

Sophia Panayi
clock 28 July 2026 • 3 min read