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Diamentis from Finartis
Portfolio management, client reporting, order management, risk analysis, and regulatory compliance. The reporting module offers customizable templates, branding options, and automated delivery.
Product analysis by function
Client Reporting Systems for Wealth Management
Platforms that generate personalized reports and statements for wealth management clients.
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Reporting Capabilities
(0 Yes /0 Known /12 Possible features)
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Portfolio performance reporting Ability to generate detailed portfolio performance metrics including absolute and relative returns over multiple time periods |
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Asset allocation visualization Graphical representation of client portfolio asset allocation across different asset classes and sectors |
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Benchmark comparison Functionality to compare portfolio performance against relevant market benchmarks and indices |
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Risk analytics reporting Ability to report on various risk metrics including volatility, Sharpe ratio, and drawdown statistics |
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Tax reporting Generation of tax-related reports including realized/unrealized gains and losses, dividend income, and tax lot information |
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ESG/sustainability reporting Reports on environmental, social and governance factors in investment holdings |
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Custom reporting templates Ability to create and save customized reporting templates for specific client segments or requirements |
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Fee transparency reporting Detailed breakdown of management fees, transaction costs, and other expenses |
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Goal-based reporting Progress tracking toward specific financial goals and objectives set by clients |
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Forward-looking scenario analysis Projection reports showing various market scenarios and potential portfolio outcomes |
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Historical transaction reporting Comprehensive record of all portfolio transactions during the reporting period |
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Report processing speed Time taken to generate complex client reports |
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Data Integration & Management
(0 Yes /0 Known /12 Possible features)
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Multi-custodian integration Ability to aggregate portfolio data from multiple custodians and financial institutions |
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Market data feeds Integration with market data providers for pricing, reference data, and market indices |
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Alternative investment data handling Capacity to incorporate data from non-traditional assets like private equity, real estate, or collectibles |
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Data reconciliation automation Automated processes to reconcile data discrepancies across different sources |
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Historical data storage Volume of historical transaction and performance data the system can store |
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Data refresh frequency How often portfolio and market data is updated in the system |
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API connectivity Availability of APIs for integration with other systems and data sources |
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Data quality monitoring Tools to monitor and flag data anomalies or inconsistencies |
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Manual data entry capabilities Ability to manually input data for assets or transactions not available through automated feeds |
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Data visualization tools Tools to visualize complex data relationships and patterns |
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Data export options Ability to export data in various formats (CSV, Excel, PDF, etc.) |
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CRM integration Capability to integrate with customer relationship management systems |
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Client Experience & Delivery
(0 Yes /0 Known /13 Possible features)
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Client portal Secure online portal where clients can access their reports and portfolio information |
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Mobile access Mobile application or responsive design allowing clients to view reports on smartphones and tablets |
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Interactive reports Dynamic reports allowing clients to explore data, adjust parameters, and drill down into details |
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White-labeling capabilities Ability to customize the look and feel of reports with firm branding and design elements |
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Notification system Automated alerts and notifications for report availability or important portfolio events |
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Client communication tools Features facilitating secure messaging or document sharing between clients and advisors |
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Multi-language support Ability to generate reports in different languages for international clients |
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Document archiving Secure storage of historical reports for client access |
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Digital signature capability Tools for clients to digitally sign documents when required |
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Scheduling flexibility Options for customizing the frequency and timing of automated report delivery |
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Client feedback mechanisms Tools allowing clients to provide feedback or ask questions about their reports |
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Accessibility compliance Adherence to accessibility standards for clients with disabilities |
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Client onboarding time Time required to set up a new client in the reporting system |
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Customization & Flexibility
(0 Yes /0 Known /12 Possible features)
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Report design customization Extent to which report layouts, content, and appearance can be customized |
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Custom calculation capabilities Ability to create and implement custom performance metrics or calculations |
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Client segmentation Tools to segment clients and customize reporting approaches for different client types |
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Household reporting Ability to aggregate and report on multiple accounts as a household unit |
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Custom taxonomies Flexibility to create custom asset classifications or categorization frameworks |
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Workflow customization Options to customize reporting workflows and approval processes |
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User-defined fields Ability to add custom data fields specific to the firm's requirements |
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Reporting frequency options Flexibility in setting different reporting schedules (daily, monthly, quarterly) |
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Custom benchmark creation Tools to create blended or custom benchmarks for performance comparison |
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User permission customization Granular control over what different user roles can view or modify |
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Report distribution rules Ability to create custom rules for report distribution based on client preferences |
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Configuration options Number of configurable parameters available in the system |
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Compliance & Regulatory Features
(0 Yes /0 Known /12 Possible features)
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Regulatory reporting templates Pre-built reporting templates that satisfy specific regulatory requirements |
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Audit trails Comprehensive logging of all system activities and changes |
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Version control Tracking of report versions to maintain record of changes |
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Regulatory disclosure management Tools to manage required disclosures in client communications |
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Approval workflows Configurable approval processes before reports are released to clients |
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Compliance monitoring Automated monitoring of portfolio activities against compliance rules |
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Data privacy controls Features ensuring client data privacy and protection |
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GIPS compliance Support for Global Investment Performance Standards reporting requirements |
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Regulatory update frequency How often the system is updated to reflect changing regulations |
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MiFID II compatibility Features supporting Markets in Financial Instruments Directive II requirements |
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SEC/FINRA compliance features Tools supporting compliance with SEC and FINRA requirements |
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Multi-jurisdiction support Ability to handle reporting requirements across different regulatory jurisdictions |
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Performance & Scalability
(0 Yes /0 Known /12 Possible features)
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Maximum portfolio size Largest portfolio (by number of positions) the system can efficiently handle |
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Maximum client capacity Number of client accounts the system can manage effectively |
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Report generation time Average time to generate standard client reports |
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Batch processing capability Ability to generate multiple reports simultaneously in batch mode |
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System uptime guarantee Promised system availability percentage |
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Peak load handling System performance during high-volume periods such as quarter-end reporting |
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Concurrent user capacity Maximum number of users who can access the system simultaneously |
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Data processing volume Volume of transaction data the system can process daily |
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Horizontal scaling capability Ability to add capacity by adding more servers or nodes |
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Performance monitoring tools Built-in tools to monitor system performance and identify bottlenecks |
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Response time under load System responsiveness during peak usage periods |
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Database size capacity Maximum database size the system can efficiently manage |
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Security & Data Protection
(0 Yes /0 Known /13 Possible features)
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Multi-factor authentication Implementation of multiple verification layers for system access |
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Data encryption Encryption of data both in transit and at rest |
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Role-based access control Granular user permissions based on roles and responsibilities |
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Intrusion detection Systems to detect and alert on unauthorized access attempts |
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Security audit logging Detailed logs of all security-related events and activities |
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Data loss prevention Tools to prevent unauthorized export or sharing of sensitive data |
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Session timeout controls Automatic logout after periods of inactivity |
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Vulnerability scanning Regular scanning for security vulnerabilities in the system |
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Security certification Industry security certifications such as SOC 2, ISO 27001 |
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IP restriction capabilities Ability to restrict system access to specific IP addresses or ranges |
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Secure client communication Encrypted channels for all client communications and file sharing |
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Password policy enforcement Tools to enforce strong password policies and regular changes |
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Security breach notification time Time taken to detect and notify of potential security breaches |
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Technology Infrastructure
(0 Yes /0 Known /12 Possible features)
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Cloud-based deployment Availability as a cloud-based SaaS solution versus on-premises deployment |
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Hybrid deployment options Flexibility to deploy in hybrid cloud/on-premises configurations |
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Disaster recovery capabilities Systems and processes to recover from major disruptions or data loss |
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Backup frequency How often system data is backed up |
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API extensibility Comprehensive API access for extending system capabilities |
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Mobile platform support Native support for various mobile platforms (iOS, Android) |
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Browser compatibility Range of web browsers supported by the system |
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Single sign-on integration Support for enterprise single sign-on solutions |
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Third-party integrations Pre-built integrations with common wealth management platforms |
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Database technology Type and capabilities of the underlying database system |
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Recovery time objective Target time to restore system functionality after an outage |
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Recovery point objective Maximum data loss tolerance in case of system failure |
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Implementation & Support
(0 Yes /0 Known /12 Possible features)
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Implementation timeframe Typical time required for full system implementation |
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Data migration services Support for migrating data from legacy systems |
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Training programs Availability and quality of user training programs |
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Support availability Hours during which technical support is available |
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Support response time Average time to respond to support requests |
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Implementation methodology Structured approach to system implementation and configuration |
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User documentation Comprehensive documentation for system users and administrators |
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Sandbox environment Availability of test environments for training and testing |
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Customization services Professional services available for system customization |
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User community Active user community for knowledge sharing and best practices |
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Release frequency How often new features and updates are released |
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Service level agreement Formal agreement defining expected service levels and penalties |
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Analytics & Business Intelligence
(0 Yes /0 Known /13 Possible features)
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Predictive analytics Tools that use historical data to predict future portfolio outcomes |
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Client segmentation analytics Analytics tools to identify and analyze client segments |
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Advisor productivity metrics Analytics on advisor activities, client engagement, and outcomes |
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Custom dashboard creation Ability to create personalized dashboards with key metrics |
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AI-powered insights Artificial intelligence features that identify patterns and opportunities |
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Business intelligence integration Integration with external BI tools like Tableau or Power BI |
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Client behavior analytics Tools to analyze client interactions with reports and portals |
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Fee analysis tools Analytics to evaluate fee structures and profitability |
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Revenue analytics Tools to analyze revenue generation across client segments |
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Report usage analytics Metrics on which reports are being used and by whom |
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Data visualization capabilities Advanced tools for visual representation of complex data |
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Natural language processing Ability to generate narrative insights and explanations automatically |
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Analytical processing speed Time to run complex analytical calculations across client base |
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