A solution that combines client KYC with portfolio analysis to visually assess portfolio suitability in real time.

Solutions By Role > Compliance Solutions > PortfolioINSIGHTS

PortfolioINSIGHTS enables advisors to instantly assess the suitability of portfolios through the "Suitability" Tab. In one snapshot, advisors and compliance officers can see if the Portfolio is off-side and if so, by how much and what is required to bring the portfolio back into line.

How PortfolioINSIGHTS benefits users:

  • Removing the time and effort required to assess the suitability of a portfolio
  • Providing the oversight their clients need to properly monitor the portfolio
  • Protect investors from the perils of taking on too much (or too little) risk.
  • Quickly showing advisors the adjustments required to ensure the portfolio is suitable moving forward.

Clients think this information is spectacular. They often say “wow you go to a great deal of effort to prepare these detailed reports and show me how everything works”.
John Leroux, Investia Financial Services

Advisor Success Stories

Learn how some top advisors are using PortfolioINSIGHTS

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