Wealth Managers
How B-One can help you:
- A single platform that provides multiple performance measurement and attribution methodologies for equity, balanced and fixed income portfolios on a daily basis using transaction and buy & hold based approaches.
- Flexible ETL to import data from upstream systems and export results to downstream systems.
- Flexible classification structures that support virtually any investment process allowing decomposition at each level down to Security level.
- Out of the box and customised data controls to ensure quality data that provides accurate results, first time
- Flexible aggregation rules that monitor joiners and leavers from groups, that allow all results available at portfolio level to be available at the aggregated level.
- Automated and exception based workflow that ensures the right processing steps (with appropriate authorizations) are used to achieve optimal turnaround times
- Deadline management functions that provide operational scalability, along with operational KPIs to help continually optimize the production value chain for large volumes of clients, by client type
- Provide high quality customised reports to Clients (by segment) and their CRM’s to enhance the client service experience
- Equity attribution results
- Workflow
- Equity attribution report
