Designed for Advisors or teams of advisors, allowing them to offer clients the best portfolio monitoring and reporting service
With Nextportfolio investment managers have total control over the business with the capacity to deliver discretionary portfolios at scale.Request a demo
Our advanced portfolio management tool is designed to manage all the data needs of your advisors and clients.
Obtain interactive data analytics on asset allocation, risk factors and performance for your model and client portfolios.
Be aware of any significant event by setting up alerts on your portfolios and benchmarks.
Define your global strategy through interactive and easy to use model portfolios for each of your risk profiles.
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.
Generate and scale reports that provide the most sophisticated measures of performance, risk, and portfolio allocation with an attractive and graphic visualisation; customised with your corporate branding. The portfolio 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 APIABOUT OUR REPORTING TOOLS
Get the optimal combination for your client's portfolio based on the Markowitz Efficient Frontier. With a visual and graphical interface, the user can select the best fund allocation for a given level of risk.Request a demo View Video
Adjust and update your clients' portfolios in real-time, execute changes in bulk or one by one on 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.Request a demo
With Nextportfolio you can automate all sophisticated calculations. It's available in multiple currencies and comes in English, Spanish or Italian.
All data and insights can be adjusted to your client portfolio's regulatory limits and documentation.
Personalise your PDF reports with your company brand and configure them in multiple languages, currencies and geographies. Al the information is also available through API.
Avoid long and expensive integration periods when using our fully integrated tools.