With Portfolio BI's flexible architecture, users can create reports that based on whatever needs suit you best for your team. For example, you can gain return insights on a DTD, MTD, QTD, or YTD basis with breakouts by attribution, sector, geography, winners and losers, etc.
Build your front office narrative through an intuitive collection of customizable tables, graphs, and more. Users can combine these components and evaluate exposures, P&L, and third-party risk analytics - VaR, liquidity, etc. Our dashboards also highlight volatility in the market and encourage analysts to discover future investment decisions.
Some of the most popular report's users create with Portfolio BI are:
Investor Tear Sheets
Analyst Performance Reports
Hypothetical Performance Reports
Roll Forward Reports
and much more!