Bullrun’s Monitor©, integrates back-office accounging data with front-office functions delivering real-time investment analytics to the investment advisor. Review fundamentals for EQ, MF & FI instruments, compare portfolios to benchmarks/models and have client information at your fingertips. Product Deliverables Summary Page • Intraday status of the Market Value of each accounts • The Top/Bottom Movers
Bullrun’s Monitor©, integrates back-office accounging data with front-office functions delivering real-time investment analytics to the investment advisor. Review fundamentals for EQ, MF & FI instruments, compare portfolios to benchmarks/models and have client information at your fingertips.
Product Deliverables
Summary Page
• Intraday status of the Market Value of each accounts
• The Top/Bottom Movers within your book of business
• Market Indices – view how the markets are moving in user selected indices
Market Indices
• Index and constituent level details and information
• Customizable views and listings of an Index’s constituents
• Index price details and charts
Account Overview
• Total Positions: the asset allocation of the total portfolio and drill down to review data of on each individual security held.
• Equity Only/Mutual Fund Only/Bond Only/Options Only View: view securities only in the specified asset class and choose from data elements specific to that asset class.
Asset Allocation
• Breakdown of portfolio by equity, bond and cash asset classes
• Graphical depiction of portfolio asset allocation
Comparison
• Overview of portfolio to a specified benchmark
• Compare the portfolio to the benchmark by sector weights, valuation measures, growth rates and other financial fundamentals for your portfolios and benchmark
Reporting
• Export all data elements to Excel spreadsheet for further data analysis
• Standard PDF Report Templates available