AI Portfolio Monitoring for Financial Markets
CUSTOMISING
Your dashboard, your design: fully adaptive report in two clicks
Easily create a dashboard that meets your needs and customise the data as you wish. Have all your financial and sustainability information in one place.
ANALYSING & CLAIM
Data-driven insights: guiding strategies and actionable steps with AI
Uncover actionable insights that drive your decisions, validate strategies, and refine portfolio management using data-driven analysis.
REPORTING & EXPORTING
Streamline portfolio reporting
Transform your reporting concepts into reality, effortlessly. Access all available data on the platform to craft comprehensive and innovative reports.
Seamless integration from trusted data sources: days, not months
Microsoft OneDrive, MS SharePoint, MS Single Sign-On (SSO), Salesforce, FIS Global, Excel, Xero, QuickBooks, Sage, NetSuite, and 19 more accounting software
