Nextportfolio

Nextportfolio offers you a powerful and intuitive suite of tools designed for wealth and asset management

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.

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Client and model portfolio tools

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.

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.

Client and model portfolio reports

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 API

ABOUT OUR REPORTING TOOLS

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 and graphical interface, the user can select the best fund allocation for a given level of risk.

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Get ready to distribute, personalised investment proposals for your clients

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Rebalancing & Transactions

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.

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Simplify and automate your portfolio management

Tools that make your work easier

With Nextportfolio you can automate all sophisticated calculations. It's available in multiple currencies and comes 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. Al the information is also available through API.

Minimise disruptions

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

Anytime, anywhere

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

Access Nextportfolio through our digital ecosystem Allfunds Connect

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