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Overview

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In fast-paced times, information on assets and portfolio performance needs to be readily available to clients, family members and managers. We offer clients two different tools to access the consolidated assets on our platform. Complementa handles the time-consuming preparations such as data input and reconciliation, processing of master data and benchmarks, as well as the incorporation of individual structures. In addition, we also map all non-bankable assets such as real estate, private equity and collectibles. Investors thus use a sound basis to continuously make informed decisions in all market phases.

Portfolio Analyzer

Using the Complementa Portfolio Analyzer, you securely access the consolidated portfolio any time and anywhere. You obtain conclusive information and make use of a wide range of analytical options across banks, investment managers, asset classes, and consolidation layers.

Dashboards and functionalities are set up according to user needs. By means of drilldown, you seamlessly switch between global view, portfolios, and single securities. Besides monitoring performance, you also check key risk indicators and use the compliance module to monitor adherence to legal or regulatory investment regulations. You ensure full transparency by means of cash flow projections and detailed breakdown of yields, costs, and taxes.

Portfolio Management Software

Operating your inhouse portfolio management software demands a great deal of an organization and infrastructure. Investment professionals therefore rely on our Software-as-a-Service solution with countless features to manage investment portfolios.

Our software allows flexible evaluations, aggregations or the mapping of structures and hierarchies. As a result, you maintain an overview at all times and have the necessary transparency for the next investment decision in all market phases.