Comprehensive analysis is only possible with a holistic view of your entire portfolio. ICD Portfolio Analytics leverages AI technology to alleviate the time-consuming process of aggregating and harmonizing disparate holdings data for timely analysis and reporting. The solution creates a single data set of all your investment positions automatically so you can see all the positions across your entire portfolio in aggregate to reveal your true exposure.
Capabilities include:
- Portfolio Positions Analysis to view your holdings at a summary level or at a more granular level
- Compliance Limit Analysis so you can see at a glance where you are out of bounds with your own embedded compliance rules
- Portfolio Risk Monitoring to keep abreast of changes in leading indicators, viewed in multiple dimensions with drill down capabilities to uncover actionable insights
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