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Investment review report in few Clicks

ACE Report is customized desktop-based application for preparing investment/portfolio review reports in ‘.xls’ or ‘.ppt’ format. It is customized /delivered as project as per client’s requirement. Accord Fintech has developed such projects for leading advisory/wealth management firms who manages portfolio.

Followings are some of the project requirements which we have developed / delivered successfully for our clients who manages portfolio.

Key Features

  • Portfolio maintenance with 5 Level Asset Allocation such as Equity, Debt, Alternates, Real Estate and cash with sub-asset allocation levels.
  • Other instruments maintenance tool such as Bonds, Alternates, Private equity and PMS by clients.
  • Individual and consolidated Stocks, sector and Mcap exposure on asset class level such as Direct Equity, Equity PMS and Equity MF.
  • Individual and consolidated debt and credit quality/rating exposure on asset class level such as Bonds, Debt PMS and Debt MF.
  • Portfolio holdings sheet/slide with basic ratiosPortfolio performance graph with benchmark performance.
  • Model portfolio creation tool with comparison graph.
  • Re-balancing/recommended portfolio creation tool with re-balancing actions such as Add, Reduce, Hold, sell, and New.
  • Existing portfolio vs Re-Balanced portfolio report comparison.
  • Industry, scheme category and benchmark mapping tool as per client requirement.
  • Selection based PPT Slides report generation.

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