ICD Portfolio Analytics

ICD Portfolio Analytics

ICD Portfolio Analytics is a cloud-based, AI-powered solution that eliminates the manual effort of aggregating and normalizing investment data across multiple sources. It creates a single source of truth for all investment positions, enabling real-time visibility, comprehensive compliance and risk analysis, and automated reporting.

Capabilities include:

Global Portfolio Insights -- Analyze portfolio composition globally through customizable dashboards that are tailored to your unique investment criteria.

Extensive Risk Monitoring -- Access deep exposure analytics and early-warning indicators. Risk can be viewed by portfolio, entity, or policy dimension, giving teams proactive control over shifts in exposure.

Advanced Compliance Intelligence -- Our uniquely flexible compliance platform adapts to the most nuanced and demanding investment policies in corporate treasury. Ensure you remain in compliance and understand your compliance headroom to optimize investments.

Excess Cash Optimization -- This feature brings new transparency to cash utilization by helping treasury teams quickly identify idle balances and unlock opportunities to maximize yield and return.

Customizable & Intuitive Dashboards -- The dashboards provided through Portfolio Analytics are highly customizable, with drilldown functionality enabled. Reports can be downloaded and exported via different formats for external analysis and sharing.