Get maximum insight into your investments with our dynamic reporting platform and Business-Intelligence tools
Our dynamic reporting platform provides you with the highest degree of flexibility in your reporting.
You can customize the platform to display exactly what you need.
Get a quick overview or take a deep dive into data analytics on the Business-Intelligence module.
What you get with our dynamic reporting platform
- A total overview of your investments – we provide you with an overview of your investments across asset managers. Both in our dynamic customer portal and our app.
- Insight into all levels of detail – we show you the status of your investments right down to the level of securities.
- The best results of your investments – we create transparency in your asset management ensuring that you have the insight you need to make the right decisions and make the most of your investments.
- Complete flexibility for maximum insight – with our Business-Intelligence tools, you choose exactly what you want to get insight into and how you want to display it.
- An overview of your preferred financial key figures – customize the customer portal and the app to get easy access to exactly the information you need.
- A daily overview on the go – our app makes sure you always have easy access to a daily overview of your investments.
- The possibility of creating more users – and decide who has access to what.
We create transparency and ensure you have the insight you need to make the best investment decisions
Our reporting platform gives you a total overview of your investments and your asset management.
You get the total overview and detailed insight into your investments regarding performance, risk level, exposure to different asset classes and currencies, and whether your asset managers are complying with your agreements.
We always offer full service and support in all aspects related to designing the platform to give you exactly the overview and information you need.
This creates transparency in your asset management and enables you to make optimal investment decisions and optimize your return.
Get accurate insights into your investments with our Business-Intelligence tool
Our Business-Intelligence tool provides you with the opportunity to gain insight into your investments from every possible perspective.
For any period, you can get an overview of any of your investments at portfolio level, asset level or security level.
Make on-the-fly aggregations across portfolios, asset classes and securities and gain new insights.
All in all, our platform adds the highest degree of flexibility to your reporting which means you always have the possibility of gaining maximum insights into your investments.
Get a complete overview of the performance of your investments at all levels of detail
Our reporting platform provides you with a quick overview as well as the opportunity to take a deep dive into each of your investments.
You are able to go in depth with the details related to a specific asset manager, asset class or even a specific security. Hence, there are no limits as to how much you can go in depth with your investments and your asset management.