Asset management is a rapidly growing area for investment and retail banks alike. Managing a complex security instruments portfolio and providing accurate and numerous client reports, in addition to supporting real-time information access, quickly becomes a daunting challenge. Combining InetSoft's powerful visualization dashboard, report bursting and ad hoc reporting, this complex business process can easily be broken down into automated tasks, client self service tasks, and professional driven tasks.
Asset allocation strategies are adjusted frequently, in accordance with rapidly changing market conditions. Identifying risk levels and analyzing asset allocation for a large number of clients in a timely fashion can place extreme demands on company resources. InetSoft's sophisticated visualization software and dashboards, when directly linked to a transactional database, drastically reduce the complexity of this business process.