Analytic resources to manage investments
Investmen Tools is our suite of online analytic features to obtain accurate and quick market data. The figures are fed from different internal and external sources. The suite pretends to be an easy, user-friendly and transparent system to be reported about the customers’ assets and portfolios. The graphs and data provide an immediate visual outlook about the investments with an innovative and attractive look & feel. The features are based on quantitative analytics and focused on risk control.
Visual format for market data analysis
Investment tools provides charts, tables and graphs to visualize all kind of market data in order to analyze and take investment decisions. The features consider both current and historical figures from bonds, equities, ETFs and funds. In a simple screen, users can perceive global trends, learn market signals and select the best assets for their portfolio.portfolio. Therefore, our solutions provide a great help to catch new market niches and gain customers.
A modular solution to improve investment portfolios
All data, features and screens are developed to obtain high-quality portfolios. Investment tools includes in the suite features to manage portfolios and optimize them. Users obtain from the tools valuable information to assess their risks, returns and possible changes to be implemented in their investments.Our clients implement a cost-saving solution that gets a full detail of any CRM action, guarantees the best customer service and increase the productivity. Digital Services show our ability to propose immediate solutions to improve the efficiency in our clients.