Suite of solutions for strategic asset allocation, ALM, and goal-based planning. Includes scenario analysis, dynamic optimization, and liability-driven investment modeling.
Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
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Multi-Asset Support Ability to handle multiple asset classes (equities, fixed income, real estate, alternatives, etc.). |
Marketing and product documentation states strategic asset allocation and support for multiple asset classes. | |
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Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift. |
Dynamic optimization and automated rebalancing mentioned in goals-based planning and scenario analysis modules. | |
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Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.). |
Custom constraints (e.g. ALM constraints, ESG, liquidity) are core to optimization and ALM functionality. | |
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Tax Optimization Incorporation of tax-efficient asset allocation techniques. |
Tax optimization referenced in marketing as part of asset allocation and scenario planning for institutional/wealth use cases. | |
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Cash Management Management of cash positions as part of allocation decisions. |
Cash management is included as part of liability-driven investment and allocation modeling. | |
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Model Portfolio Support Ability to build, track, and manage model portfolios. |
Model portfolio construction and tracking capabilities referenced in solution overviews. | |
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Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes. |
Scenario analysis is a core feature, described extensively in solution literature. | |
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Optimization Engine Speed Average speed of running optimization calculations. |
No information available | |
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Flexible Asset Universes Easily define, update, and manage the investable universe. |
Product supports flexible asset universe definition to tailor to client mandates. | |
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Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.). |
Multiple optimization algorithms and techniques are mentioned (dynamic, stochastic, mean-variance). |
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Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors. |
Factor exposure and risk driver analysis features cited for institutional users. | |
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VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios. |
VaR and related risk metrics are standard elements in scenario analysis. | |
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Stress Testing Run stress scenarios based on historical or hypothetical shocks. |
Stress testing against economic scenarios/historic shocks prominently described in ALM modules. | |
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Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation. |
Downside risk metrics and custom analytics supported in reporting and scenario engines. | |
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Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics. |
Real-time or near real-time risk monitoring described for institutional platforms. | |
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Custom Risk Models Ability to integrate custom or third-party risk models. |
Custom and third-party risk models can be incorporated; cited in integration options. | |
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Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached. |
Limit and policy alerts for risk breaches configurable in platform modules. | |
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User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets. |
User-defined risk budget features referenced as configurable risk management parameters. | |
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Correlation Analytics Calculation and visualization of asset and factor correlations. |
Correlation analytics included with factor, asset class correlation reporting. | |
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Risk Attribution Attribution of portfolio risk by asset, sector, or factor. |
Risk attribution available in drill-down reporting by sector/asset. |
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Gross & Net Performance Calculation Support for calculating gross and net of fee returns. |
Gross and net performance calculations supported (returns, contributions, etc.). | |
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Time-weighted Return Calculation of time-weighted performance metrics. |
Time-weighted return calculation is a basic portfolio analytics feature. | |
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Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR). |
Internal rate of return (IRR)/money-weighted return calculations supported in reporting. | |
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Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels. |
Multi-level performance attribution detailed in marketing as standard for institutional reporting. | |
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Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks. |
Benchmark comparison (vs. custom, standard indices) is fully supported. | |
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Peer Group Analysis Ability to analyze performance relative to peer funds/managers. |
Peer group/relative performance options mentioned for fund manager use cases. | |
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Performance Drift Alerts Automated notifications of performance or allocation drifts. |
Performance drift and deviation alerts cited in reporting modules. | |
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Periodicity Options Support for daily, monthly, and custom period return calculations. |
Periodic returns configurable (daily, monthly, custom periods) in reporting configuration. | |
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Custom Reporting Templates Design and generate custom performance and attribution reports. |
Reporting templates are customizable for performance and attribution. | |
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Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance. |
Alpha/beta breakdown available as standard attribution metric. |
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Multi-vendor Data Feeds Support for ingesting data from major market data providers. |
Integration with third-party data vendors and support for multi-vendor market data is referenced. | |
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Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds). |
Look-through analytics available for multi-asset and fund/ETF constituent analysis. | |
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Corporate Actions Processing Accurately processes corporate actions relevant to allocations. |
Corporate actions processing is required for accurate ALM and portfolio analytics. | |
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Data Quality Checks Automated checks for missing or erroneous data. |
Automated data quality checks referenced in integration module documentation. | |
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Data Latency Typical delay between data availability and system update. |
No information available | |
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Historical Data Coverage Length of available clean historical data for analysis. |
No information available | |
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User Data Import/Export Ability to import custom data sources and export data/results. |
Custom import/export listed under data management capabilities. | |
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APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.). |
APIs (REST, Python, etc.) offered for integration and data access. | |
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Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors). |
Reference data/metadata management included as part of the information management platform. | |
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Auto Update Frequency Frequency of automatic data updates. |
undefined Automatic data updates and scheduled refreshes are referenced as supported features. |
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Intuitive User Interface User interface is designed for clarity, efficiency, and low error rates. |
Intuitive and user-friendly interface marketed as key differentiator. | |
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Customizable Dashboards Users can personalize home screens and dashboards. |
Dashboards are user-customizable. | |
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Multi-device Support System can be accessed via web, desktop, and mobile. |
Solution is web-based and accessible on multiple devices. | |
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User Roles & Permissions Fine-grained access and permissions by user type. |
User roles and permissions highlighted as part of enterprise-grade controls. | |
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Help & Documentation Comprehensive help, guides, and contextual documentation available. |
Comprehensive documentation and support resources available. | |
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Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items. |
No information available | |
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UI Response Time Average time for UI page or report to load. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (WCAG, etc.). |
No information available | |
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Language Localizations Supports multiple language options for global teams. |
OPAL offers multiple language support for global client base. | |
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Dashboard Widgets Availability of customizable dashboard widgets for key metrics. |
Dashboard widgets customizable for key performance indicators. |
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Custom Report Builder Drag-and-drop or code-based custom report creation. |
Custom and drag-and-drop report builders referenced in reporting documentation. | |
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Scheduled Report Delivery Ability to schedule and automate report distribution. |
Automated and scheduled emailing/distribution of client and regulatory reports supported. | |
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Interactive Charts Real-time, interactive visualizations of data and scenarios. |
Interactive scenario visualizations highlighted as key feature. | |
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Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis. |
Ability to drill-down from portfolio to asset detailed in analytics overview. | |
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Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint). |
Multiple export formats (PDF, Excel, etc.) described. | |
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Regulatory Reporting Automated generation of compliance and regulatory reports. |
Standard and regulatory compliance reporting is supported for multiple jurisdictions. | |
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Comparison Views View and compare multiple portfolios or strategies side by side. |
Users can compare multiple portfolio/strategy results side by side. | |
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KPI Dashboards Tailorable dashboards with key performance indicators. |
KPI dashboards described as customizable and tailorable. | |
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Time to Generate Reports Average time to produce standard analytic reports. |
No information available | |
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Templated Compliance Reports Prebuilt compliance and client-ready reporting templates. |
Prebuilt compliance reporting templates referenced for regulatory regimes. |
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Order Management System Integration Native integration with OMS for seamless trade execution. |
Order management integration described as available (REST, file exports, etc.). | |
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External Portfolio Management Systems Interfaces with other portfolio or risk management platforms. |
Integration with external portfolio and risk systems standard for institutional clients. | |
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Data API Availability RESTful or web services APIs for data push/pull. |
RESTful APIs/web services supported for integration and data access. | |
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Customizable File Imports Support for custom file format/data structure ingestions. |
Supports custom file import formats; client onboarding process referenced. | |
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Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems. |
API hooks and webhooks referenced for workflow automation. | |
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Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support. |
SSO support for enterprise environments (SAML, OAuth, etc.). | |
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Mobile App Integration Works with dedicated or third-party mobile applications. |
Mobile compatibility and integration options are referenced. | |
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Batch Data Upload Time Max time required to batch-upload large datasets. |
No information available | |
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Portfolio Export Compatibility Exports compatible with leading accounting or custody solutions. |
Export formats compatible with downstream custody/accounting solutions. | |
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Plug-in Support Ability to extend capabilities via plug-ins or add-ons. |
No information available |
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Data Encryption in Transit TLS or equivalent encryption for all transmitted data. |
Data encryption in transit (TLS/SSL) noted as part of security/compliance. | |
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Data Encryption at Rest Stored data is encrypted on disk. |
Data encryption at rest detailed in information security documentation. | |
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Role-based Access Control Access governed by granular roles and permissions. |
Role-based access control core to user management. | |
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Audit Logs Detailed and immutable records of data and user activity. |
Audit logging referenced for compliance, audit, and workflow traceability. | |
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Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001. |
Vendor lists regulatory certifications such as ISO 27001, SOC 2. | |
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Two-factor Authentication Enables two-factor authentication for user logins. |
Two-factor authentication is supported for secure access. | |
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Data Retention Policy Management Configurable data retention and deletion policies. |
Data retention and deletion policy management configurable (GDPR, etc.). | |
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Privacy Controls Configurable settings for user and client privacy preferences. |
Privacy control features described, with support for multiple jurisdictions. | |
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Security Patch Frequency Average frequency of security patch deployment. |
No information available | |
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Secure API Access APIs have robust authentication and authorization. |
API security and access control referenced for integration endpoints. |
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Concurrent Users Supported Max number of simultaneous users. |
No information available | |
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Portfolio Size Capacity Number of assets that can be handled in a portfolio. |
No information available | |
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Real-time Data Update Frequency Max frequency at which live data is updated and displayed. |
No information available | |
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Batch Calculation Speed Speed when running batch analyses (e.g., overnight jobs). |
No information available | |
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Cloud Deployment Option Supports cloud or SaaS deployment models. |
Solution available as SaaS/cloud option; also has private cloud support. | |
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On-prem Deployment Option Supports on-premise or private cloud installations. |
On-premises/private cloud installation referenced in information for banks/pensions. | |
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Horizontal Scaling Can increase system capacity by adding more servers or nodes. |
Scalable architecture with horizontal scaling options for large deployments. | |
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Load Balancing Automatically distributes processing or network demands. |
Load balancing referenced in enterprise environment documentation. | |
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Disaster Recovery RPO Recovery point objective for disaster scenarios. |
No information available | |
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Disaster Recovery RTO Recovery time objective for system restoration. |
No information available |
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Client Portal Access Clients have secure access to custom portals for updates and documents. |
Client portal and client dashboard access referenced for wealth and institutional clients. | |
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Automated Client Statements Ability to schedule and send statements to clients without manual intervention. |
Automated, scheduled client statement delivery available. | |
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Commentary & Insights Publishing Supports publishing manager commentary alongside client reports. |
Manager commentary/insights can be published with reports. | |
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Audit Trail for Client Interactions Tracks all communication and document exchanges with clients. |
No information available | |
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Document Library Centralized, searchable library of reports and communications. |
Central document library function referenced for both clients and internal users. | |
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Custom Branding Reports and communications can be white-labeled for different clients. |
Custom branding/white-labeling explicitly mentioned for client reports. | |
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E-signature Integration Supports collection of electronic signatures when necessary. |
No information available | |
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Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients. |
Platform can generate real-time alerts/notifications for events. | |
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Multilingual Client Materials Support for generating materials in multiple languages. |
Materials/reports can be generated in multiple languages (global support). | |
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Secure File Transfer Securely send account information and reports directly to clients. |
Secure file transfer referenced as part of client document and report distribution. |
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24/7 Technical Support Provides around-the-clock customer support and troubleshooting. |
24/7 customer support referenced for enterprise/institutional contracts. | |
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Implementation Services Professional services for system setup and migration. |
Professional implementation/migration services outlined in vendor offering. | |
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User Training Programs Offers comprehensive onboarding and advanced training for users. |
User training and onboarding programs outlined for new clients. | |
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Release Management Regular, predictable release cycles for new features and bug fixes. |
Regular feature/breaking releases described in support section. | |
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User Community Forums Vendor-maintained forums for user collaboration and support. |
No information available | |
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Client Account Manager Dedicated relationship manager for enterprise accounts. |
Dedicated account management offered for enterprise/large clients. | |
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Uptime Guarantee Percentage uptime as contractually promised. |
No information available | |
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Bug Resolution SLA Average time to acknowledge/resolve critical issues. |
No information available | |
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Third-party Integration Support Assistance with integrating the product with external tools. |
Third-party vendor integration advised by vendor. | |
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Customer Satisfaction Score Average CSAT or NPS reported by clients. |
No information available |
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