IPS Construction and Monitoring

RAGE LiveWealth™ enables comprehensive monitoring of adherence / drift against investment policy.

Comprehensive monitoring of portfolio on actions. Sample dimensions:

  • Client Objectives
  • Asset Allocation Policy Objectives
  • Investment Risk Profile
  • Asset Class objectives
  • Investment Strategies
  • Performance VS Benchmarks
  • Loss limit
  • Portfolio re-balancing

Comprehensive audit trail

User friendly system guided questionnaire and automated document generation

Regulatory compliance reporting