Portfolio Management Solutions for a financial services firm in the US

The client used spreadsheets to handle routine tasks and keep track of the vast volumes of data they had access to. It was a manual, time-consuming process that made it practically impossible to provide quick analytical reports to their clients. They also lacked comprehensive portfolio management solutions for other companies to view their portfolio performances.

Experion proposed a data analytics-powered investment advisory services platform as a solution to the challenges the client faced. This platform was designed to serve as one of the client’s key portfolio management solutions, automating data processing and delivering real-time insights.

The platform collects stock market data and loads it onto a central database. It then consolidates the data and presents it to the users – financial advisors, in this case – through a series of dashboards. These insights enable users to recommend the best investment plans for their clients. The high level of customization available in the tool also allows the users to present their findings using a series of visual elements, making it one of the most flexible portfolio management solutions for financial advisors.

Designed with an intuitive interface for Web, Desktop, Android, and iOS devices, this investment advisory services platform helps its users manage different kinds of investment portfolios seamlessly. Additionally, the platform allows various data analytics reports to be downloaded in PDF format, adding value to the solution the client can offer their customers.

• The portfolio management solutions aggregate data from multiple sources, improving data consolidation and analysis.
• The performance of client assets can be easily tracked.
• It provides the ability to create the user’s own benchmarks by choosing the best combination of holdings.
• Users have the flexibility to choose clients and portfolios and compare them against any benchmark.
• Comprehensive analytics reports provide historical performance, predict future performance, and evaluate the client’s risk tolerance.