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
Signup and gain exclusive members-only insights
- 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
