Robust Performance and Risk Analytics

RAGE LiveWealth™ Portfolio Analytics Engine provides dynamic rebalancing and attribution engine with a rich pallet of analytical tools. It also includes Ex-Post and Ex-Ante performance modeling, multi-asset classification, benchmark comparisons, portfolio and security level analysis

  • Industry standard performance reporting models. Build customized models, personalized for every client.
  • Interactive Portfolio Rebalancing.
  • Performance Analysis based on a rich pallet of analytics features and tools.
  • Asset reclassification on-the-fly, hundreds of asset class levels.
  • Flexible Performance analytics at security, account, total portfolio, and composite/client levels with any level of returns calculation (daily, monthly, dollar weighted, time weighted, gross-of-fee, and net-of-fee), including Absolute Return, IRR, benchmark measurements, Modern Portfolio Theory statistics.