Wealth Analytics at Global Advisers involves on-demand or periodic performance reporting and investment analytics, which your investment manager accesses regularly. Using a flexible, scalable performance analytics algorithm, we can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of our clients portfolios.
Wealth Analytics & Solutions
We also utilize a multi-currency performance management and investment analytics platform, which takes advantage of our scalable and efficient performance engine to provide your advisors with real-time analytics and on demand or periodic reports. They will produce customize comprehensive portfolio views of clients’ holdings and performance, value history, and asset allocation.