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Determination of the appropriate level of risk for a client is driven by personal data, such as age, income, investment goals, liquidity needs, time horizon, and personality. To optimize the portfolio to yield the best returns at the desired risk level, deeper analysis of performance data is required.
Evaluate performance to identify holdings with the best risk/return tradeoff that contributed the most to your portfolio.
Monitor real-time performance, including how market conditions or breaking news impact key metrics
Robust data analytics assess risk and extract actionable, insights that drive decisions throughout the portfolio lifecycle
Utilize scenario analysis and stress tests to understand the real, potential impacts from risk on your portfolio
Use predictive analytics to perform trade simulations and apply multiple strategies to optimize portfolio risk.
Comply with Regulation Best Interest using anomaly detection to identify changes in portfolio risk level, then adjust to realign with client’s risk profile.
The client was challenged with the need to provide a significantly improved user experience and feature set. Excellarate built the Risk Management Reporting Tool & Compliance Dashboard with the following features: