PortfolioAi

Make informed portfolio and allocation decisions.

One-stop shop for data integration and portfolio management software. Fully optimize and safeguard returns with PortfolioAi. Multiple internal data sources and external benchmarks and models integrated into a single source of truth for benchmarking portfolio performance and risk.

Attributes

Understand Allocations,

Attribution and Exposures

Across Portfolios and Managers

Optimization

Multiple asset classes normalized and cleansed

True VAR

Across entire portfolio and suite of managers

Risk Management

Easily analyze customer portfolio returns

Act Quickly

Real-time insights provided throughout the day
CONTRACTAI VIDEO

You have data, we have solutions!

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