Asset Viewing

Key Features
  • Valuation and performance calculation on any level
  • Total wealth overview including illiquid assets
  • Ad-hoc consolidations across multiple entities
  • Multi-currency, multi-custodian, and multi-client capability
  • Allocation tree structure allows flexible drill down and slice and dice analysis
  • Configurable workbench with flexible dashboard layouts
  • Look-through functionality for funds and structured products
  • Graphical views and charts
  • Core of PM1 suite providing the basis for all other components
Short overview: 

Get an overivew of total wealth at any time and analyze, piece by piece, key indicators such as allocation, performance, and exposure.