Interactive Dataâs âPortfolioâ application, a component of PrimePortal, is designed to help investment advisors and individual investors develop and track investment portfolios. New features can help users create their own benchmarks for performance comparisons and to include non-traded investments such as real estate, insurance and savings accounts in an asset valuation. The enhanced application also includes a central âcockpitâ interface designed to provide investment advisors with a complete overview of their customer portfolios.
Additionally, new features of Portfolio are designed to include the ability to âtagâ portions of the portfolio to represent specific purposes such as emergency reserves, retirement or play money. Online broker and media portal users can also team up with other investors to create ratings and exchange investment tips. Virtual portfolios can help enable investors replicate their actual portfolios and obtain an overview of the performance of their investments, or they can be used to simulate alternative scenarios with different risk levels.
Portfolio provides users with an array of tools and information for portfolio performance evaluation and monitoring, including comprehensive reports and charts. Portfolio is a Web-based module that is designed to easily integrate with existing solutions and processes.
âGiven the current state of the financial markets, investment advisors in the wealth management sector face major challenges, and these new capabilities in Portfolio are aimed at helping optimise their advisory services and providing their customersâ with wealth management solutions,â said Carsten Dirks, managing director of Interactive Data Managed Solutions. âMedia portals and online brokers can also use Portfolio to enhance customer loyalty by offering their users Web 2.0 applications along with associated analytics tools. We continuously expand the capabilities of our applications for the benefit of our clients.â