Our Portfolio Analytics service is designed to provide you with a comprehensive review of your investment portfolio, helping you optimize your financial decisions.
Some of the key features include:
- Family-Level Reporting: Gain a holistic view of your entire investment portfolio across various asset classes. Whether it's stocks, bonds, mutual funds, real estate, or alternative investments, we bring all your holdings together in one place for a clear, holistic overview.
- Advisor-agnostic performance analysis: Understand how all your investments are performing at a glance. This is especially useful for clients with complex portfolios featuring allocations to many external managers. Our service helps track your returns vs industry benchmarks, helping you identify trends and opportunities for improvement.
- Diversification Insights: Achieve greater diversification and reduce risk by examining your asset allocation. We provide in-depth insights into the distribution of your investments, helping you maintain a balanced and resilient portfolio.
Track changes as they happen with SAV and respond swiftly to market movements. Contact us today to schedule a demo and learn more.