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

    Definisci la tua strategia globale attraverso portafogli modello interattivi e facili da usare per ciascuno dei tuoi profili di rischio

  • Portafogli clienti

    Traccia e analizza i tuoi portafogli in tempo reale con gli approfondimenti a valore aggiunto di Allfunds. Integra i portafogli dei tuoi clienti o caricali in massa e automatizza il processo

Report

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.

Tutte le informazioni sono disponibili anche tramite API

Informazioni sul nostro strumento di reporting

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

Mostra ai clienti come i loro portafogli contribuiranno a raggiungere i loro obiettivi. Crea proposte di investimento con uno strumento interattivo e facile da usare.

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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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Ribilanciamento e Transazioni

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.

Accedi a una soluzione completa che semplifica le operazioni di gestione, compresi le contribuzioni di portafoglio, i prelievi, gli switch di prodotto e molto altro ancora.

Why Nextportfolio3

Semplifica e automatizza la gestione dei portafogli

  • Strumenti che facilitano il tuo lavoro

    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

  • Rischio e conformità

    Tutti i dati e gli approfondimenti possono essere adattati ai limiti normativi e alla documentazione dei tuoi portafogli clienti

  • Client-ready documentation

    Personalizza i tuoi report in PDF con il tuo brand aziendale e configurali in più lingue, valute e aree geografiche. Tutte le informazioni sono disponibili anche tramite API

  • Riduci gli inconvenienti

    Evita lunghi e costosi periodi di integrazione utilizzando i nostri strumenti completamente integrati

Sempre, ovunque

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