Understand your Portfolio
Create charts, reports, graphs and other visuals to educate clients, prospects, on your strategies and value add.
Every statistic, ratio, risk measure is available for your custom model portfolios.
Comparisons Win New Business
Compare your model portfolios with a client’s existing portfolio.
Create custom reports or use FastTrack’s templates to emphasize the strengths of your portfolios compared to their existing accounts.
Print reports with your logo, your portfolios and the stats you want to share.
Rank portfolios against securities.
Include your model portfolios in the Spreadsheet alongside any other security in the database or model portfolio you create.
Rank your portfolio against its constituents to get better insights into what’s driving performance, risk, drawdowns, and more.
Create custom benchmarks for your customers by combining various indexes, stocks, ETFs, and other assets to achieve the precise benchmarks you require.
Optimize Portfolio Allocation
As an investment professional, it’s essential to have a deep understanding of your portfolio’s allocation and risk exposure. By leveraging investment software, you can view your portfolio’s allocation from many different angles and break it down to understand position concentrations, strengths, and weaknesses.
You can quickly analyze your portfolio’s exposure to different asset classes, sectors, and geographic regions, and identify any imbalances or concentration risks. You can also drill down into individual positions to understand their strengths and weaknesses, including their historical performance, volatility, and correlation with other positions in your portfolio.
Blended Expense Ratios
Use our blended expense ratio to quickly understand which positions are contributing the most to your overall expenses and assess the impact of fees on your investment returns.