Portfolios
Build, analyze, and present strategies that win new business and keep clients invested
Visualize Key Portfolio Metrics
Turn complex portfolio data into clear client conversations. Show performance, risk, holdings overlaps, exposures, and ESG data sourced from MSCI in one place. Build portfolio sleeves and assign custom or auto-generated benchmarks to pair with your models and clearly communicate the value of your strategy to clients and prospects.
Compare Your Strategies to a Prospect’s Portfolio
Show prospects exactly why your strategy is the right fit. Run side-by-side comparisons between your models and a prospect’s current portfolio, then deliver consistent, FINRA-Reviewed Overview & Comparison reports branded with your firm’s logo, colors, and disclosures included. Or instruct Y to run the comparison and generate the report, no manual setup required.
Learn How Portfolios Enhance Client Satisfaction
Manage Proprietary Strategies and Custom Benchmarks
Keep your entire team working from the same playbook. Centralize client portfolios, models, and custom benchmarks so your investment committee always has access to current data, a consistent view of how every strategy is performing, and the transition analysis needed to evaluate any portfolio changes.
Go Further with Attribution & Factor Analysis
When clients ask why, answer with confidence. Use Attribution to break down returns by holdings, sectors, and portfolio decisions, and Factor Analysis to connect performance and risk to seven systematic investment factors — including Growth, Value, Momentum, and Quality.
