It becomes quick and easy to monitor investments customers , aggregate portfolios, control the risk e generate new investment ideas.
In-depth analysis of the wallet
Log in easily and immediate to all data of the your wallets . Monitor the main statistical indicators ed locate the strengths and weaknesses that allow you to provide a cutting-edge service for the your customers in all market conditions.
Proposal
personalized worth
Create, rebalance and customize your wallets according to to the needs of your customers with an innovative Behavioral Finance approach. Use a technology tailored to the Private Banker to make a difference in the market and provide the best service to your customers.
New ideas
investment
Seize the best investment opportunities on the financial markets. Identify which tools allow you to meet your investment objectives shared with the customer, protection, stability
and growth , for the asset classes present in the portfolio.
Compare
Dedicated tool comparison graph and analytic . It allows you to analyze numerous financial data and compare more financial instruments to better understand their value which often does not appear to the naked eye.
Risk monitoring
It monitors the main portfolio risks through the Scenario Analysis of Ex-Ante, of multifactorial risk indicators and understand the financial instruments that have a high capacity of DrawDown recovery.
Reporting
Share your portfolio choices with your customers by increasing their transparency .
Deepening
MiFid 2
The module Ex-Ante Private Bankers was designed to allow the financial advisor to devote himself more to his clients and to cultivate successful relationships, while remaining competitive in the market and the strong evolutions that MiFid 2 made financial advice.
Model wallets
To speed up the process of creating the various investment ideas according to the client's needs and objectives, there are a series of risk-based asset allocations, which are defined as model portfolios, based on indices.
Behavioral Finance
Our research and development focuses on risk management, the intelligent use of correlation and the development of efficiency indicators based on behavioral finance, which allow us to look beyond the performance of individual financial instruments such as i mutual funds and / or ETFs.
Statistical indicators
It is possible to further customize the portfolio with the best funds and / or ETFs that the user considers most suitable according to the various parameters such as volatility, the Sharpe index, the DIAMAN Ratio And many other statistical indicators.
≠ Markowitz
We have created financial software complementary to traditional platforms using innovative methods and models with respect to the mean and variance criteria adopted by Markowitz.
Ruggero Bertelli
Ex-Ante Advisor and Associate Professor of Economics of Financial Intermediaries at
the University of Siena, where he teaches Banking Techniques
and Credit Risk Management.
Vice – President of Prader Bank.
Member of the advisory committee of the closed-end fund Euregio minibond
of PensPlan Invest SGR.
