ReportWa Reviews & Product Details

Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future.

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly.

TradingView is an advanced financial visualization platform with the ease of use of a modern website.

Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing financial data at scale, significantly reducing the time required for analysis from months to minutes. By integrating various data sources, including internal systems and third-party feeds, FinSpace enables financial organizations to efficiently manage and analyze vast datasets. Key Features and Functionality: - Data Integration and Cataloging: FinSpace allows users to collect data from multiple sources and catalog it by relevant business concepts such as asset class, risk classification, or geographic region, facilitating easy discovery and sharing across the organization. - Built-in Analytics Library: The service includes a library of over 100 functions, such as time bars and Bollinger bands, to prepare data for analysis. Users can also integrate their own functions and notebooks for customized analytics. - Managed kdb Insights: FinSpace provides a managed kdb Insights analytics engine, optimized for analyzing real-time and historical time-series data, commonly used in capital markets for tasks like options pricing and backtesting. - Secure and Scalable Data Management: Data is encrypted using AWS Key Management Service (KMS) keys, and the system scales seamlessly as data volumes grow. High-performance caching accelerates queries, and built-in database versioning allows users to query data as it existed at previous points in time. - Compliance and Audit Controls: FinSpace enforces data access controls and maintains audit logs, supporting organizations' compliance requirements by tracking data access and usage. Primary Value and User Solutions: Amazon FinSpace addresses the challenges financial services organizations face in managing and analyzing large volumes of data. By automating the undifferentiated tasks required to provision, integrate, and secure infrastructure for kdb Insights, FinSpace enables users to deploy new applications in minutes, reducing operational overhead. Its scalable and secure environment allows for efficient data management, while the integrated analytics tools empower users to perform complex analyses, such as backtesting trading algorithms and conducting pre/post-trade analytics, thereby enhancing decision-making processes and operational efficiency.