Nextportfolio3

A perfectly designed, end-to-end portfolio solution for asset management

Newly enhanced and built with the best-of-breed components, Nextportfolio3 is the go-to portfolio management tool for wealth management professionals and private banks.

Enhanced monitoring and reporting solutions bring a precise focus on ESG goals, compliance, and regulatory requirements while demonstrating business transparency and reinforcing your brand image.

Portfolio solutions

Build and manage your client and model portfolios with our easy-to-use planning and reporting tools, specifically designed for advisors and asset managers.

  • Performance Evolution

  • ESG Analysis

  • Asset Allocation

  • Performance Contribution

  • Fund and Portfolio Alerts

  • Model Portfolios

    Define your global strategy through interactive and easy to use model portfolios for each of your risk profiles

  • Client portfolios

    Track and analyse your portfolios in real-time with value-added insights from Allfunds. Integrate your clients’ portfolios or upload them in bulk and automate the process

Reports

Generate portfolio reports providing sophisticated measures of performance, risk, and portfolio allocation with attractive graphics and customised with your corporate branding. The reports comply with the MiFIDII and PRIIPs regulations and are ready to be distributed to the end client.

All the information is also available through API

About our reporting tool

ESG: Analysis and Reporting

ESG metrics and scoring, and a full ESG value-added report with a breakdown by environmental, social and governance is available at portfolio level. Get detailed information on SFDR principle adverse impact indicators, social indicators, and EU Taxonomy-eligible activities.

The enhanced monitoring and reporting solutions bring a precise focus on ESG goals, compliance and regulatory requirements while demonstrating business transparency and reinforcing your brand image.

Financial Planning

Show clients how their portfolios will help achieve their goals. Create investment proposals with an interactive and easy to use tool.

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Portfolio Optimisation

Get the optimal combination for your client's portfolio based on the Markowitz Efficient Frontier. With a visual graphic interface, the user can select the best fund allocation for a given level of risk.

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Rebalancing & Transactions

Adjust and update your clients' portfolios in real-time, execute changes in bulk or one by one, for the different strategies and model portfolios. Create comprehensive portfolio reports to share with your clients.

Access a complete solution that simplifies your management operations, including portfolio contributions, withdrawals, product switches and much more.

Why Nextportfolio3

Simplify and automate your portfolio management

  • Tools that make your work easier

    With Nextportfolio3 you can automate all sophisticated calculations and more. Nextportfolio3 can be configured in multiple currencies and is available in English, Spanish or Italian

  • Risk and compliance

    All data and insights can be adjusted to your client portfolio's regulatory limits and documentation

  • Client-ready documentation

    Personalise your PDF reports with your company brand and configure them in multiple languages, currencies and geographies. All the information is also available through API

  • Minimise disruptions

    Avoid long and expensive integration periods when using our fully integrated tools

Anytime, anywhere

Track all your portfolios anytime, anywhere with our mobile app. Download the Nextportfolio App from Google Play or Apple Store and stay on top of the market