This enhancement provides the control to the advisor on how to list and name the different asset classes and sectors when generating reports. It also improves readability on the asset list.
Included in this issue:
Included in this issue:
A concentrated stock...
If you are a financial advisor, you need to be aware of reverse churning. This little-understood...
A diversification risk rating gives an idea of the true diversification of a portfolio. This...
Included in this issue:
A tail event risk rating gives an idea of how vulnerable a portfolio would be in the rare event...
A volatility risk rating gives an idea of how vulnerable a portfolio is to systematic risk i.e....
StratiFi’s PRISM technology is designed to function as an in-house portfolio risk manager....
