Comprehensive Data Analytics and Visualizations
Data Analytics is a multidimensional data structure built on the Microsoft Business Intelligence platform. Data Analytics provides private wealth managers with a comprehensive and dynamic solution for data management and analysis, ranging from ad hoc querying to sophisticated analytic modeling. Intuitive data navigation, powerful calculations, and advanced visualizations are core components that provide rapid insight, allowing you to make critical decisions in a fraction of the time it takes you today.
Built-in Analytics
Data Analytics includes a powerful set of “out of the box” analytical and reporting capabilities designed explicitly for private wealth managers, including support for:
- Hierarchical structure of private wealth management, partnerships, special investment vehicles, and complex global custody and master trust accounts
- Multiple types of client accounts and relationships: household, beneficiaries, taxable, nontaxable, 401(k), insurance
- Flexible classification of general ledger entries and accounting positions
- Support of both assets and liabilities
- Historical and real-time investment data, such as positions, lots, custody holdings, and transactions
- Dynamic IRR calculation for any investment and client accounting entities
- Multiple cost basis, multiple investment basis, multiple base currencies, etc.
Additionally, the PW-Suite allows investment professionals to:
- Optimize portfolios: Construct portfolios that are centrally managed, with common definitions for business rules, calculations, and predefined templates.
- Back-test trading strategies: Back-test strategies by reconstructing trades using historical data to identify patterns and optimal trading strategies. Simulate different strategies to discover trading opportunities.
- Analyze abnormal returns: Analyze returns using Data Analytics' quadrant analysis to understand events leading to variation between expected and actual returns.
- Select securities: Select securities using optimal parameters uncovered with the Data Analytics model.
- Identify risks: Analyze present risks and identify unknown risks to limit your portfolio exposure to market fluctuations. Monitor your current portfolios to determine if their level of exposure falls within targeted limits.
Custom Analytics
Data Analytics integrates seamlessly with Microsoft Business Intelligence products, including Microsoft Office to provide user-directed analytics. Your organization’s existing financial models can easily be uploaded and integrated into Data Analytics to maintain your existing business logic.
Advanced Data Visualization
Data Analytics provides a robust set of data visualization capabilities that assist you in quickly performing complex recursive and time-series analysis on large disparate sets of data. Included in the private wealth solution are the following data visualization capabilities:
- Decomposition Tree: Focus through layers of information and analyze root cause. Initiate a tree from any point on a data grid or business chart.
- Charting and Grid Analysis: An interactive grid allows drill-down through multiple dimensions.
- Performance Map: Use heat map technology to see the relevance of large quantities of data. Compare two measures at once based on parameters you de fine.
