Portfolio Risk Analytics Solutions

Optimize your investment portfolio strategy with a comprehensive view of risk and return

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January 27, 2022

Episode 18: Tech Trends & Predictions 2022

Learn the outlook, priorities, challenges & focus areas of tech leaders in 2022

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Episode 17: Low Code Platforms – Game Changer or Hype

Paula Kielty, New Business & Policy Manager, CUMIS discusses low-code platforms

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Use cases, advantages, and real-life case studies of Appian’s low-code platform

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From data to decision, and everywhere in between

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.

Actionable insights to manage risk at every stage of the portfolio lifecycle.

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.

Portfolio Analytics

Key features and functions

Interactive Analytics

Evaluate risk characteristics using both time series and point-in-time analyses, and stress test portfolios using historical events and other triggers.

Performance Attribution

Use performance attribution to pinpoint the key sources of return over time.


Data visualizations deliver powerful insights instantaneously in user-friendly formats that make it easy to digest large datasets and identify patterns or anomalies that drive decisions.


Automated report generation makes it easy to ensure reports are consistent and accurate and is essential for those managing multiple or sizable portfolios.

Single Source of Truth

Seamless integration of third-party systems and other data sources will serve to break down information silos within the organization and will help to ensure all parties are working with current, accurate data.

Modernized Infrastructure

Financial services firms should take the earliest opportunity to migrate core analytics calculations to the cloud, which delivers immediate impact and will enhance speed, efficiency, and scalability.

Case Study

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:

  • Highly interactive & responsive design
  • Multi-level, role-based user authentication and authorization
  • Advisors can visually examine risks associated with client accounts and generate reports in various formats
  • Ability to set alerts for risk events
  • Actionable compliance dashboard with drill-down capability to facilitate streamlined portfolio risk alignment & intuitive compliance oversight
  • Customizable SSO (Single Sign-On) to support seamless integration with 3rd party clients

Financial Services Technology Trends in 2021 and Beyond

In this eBook, we uncover technology trends in Banking Services, Wealth Management, and Capital Markets.

Get a deeper understanding of how new and old technology is affecting the financial services industry. We also cover niche and upcoming areas that are technology driven and are adding real business value.

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