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

Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Mike Jarrett will raise funds for St Peter’s Hospice

Professional Adviser
clock 27 February 2026 • 1 min read
One in five adults have made panic-driven financial decisions

One in five adults have made panic-driven financial decisions

Link between financial education and levels of anxiety

Jaskeet Briah
clock 25 February 2026 • 1 min read
Who really owns the digital client relationship? From ownership to orchestration

Who really owns the digital client relationship? From ownership to orchestration

The battle for the digital layer

Tessa Lee
clock 23 February 2026 • 5 min read