All-new product launch: EXANTE Allocator
We’ve just launched a new tool designed to simplify portfolio management for asset managers.
Allocator allows asset managers to create and replicate a specific investment strategy across multiple client accounts simultaneously. Instead of managing each client individually, Allocator empowers you to build a portfolio and apply it to multiple clients.
More accurate and much quicker than manually managing identical strategies across multiple accounts, Allocator ensures consistency and precision across all accounts in a specific set.
• Create portfolios with up to 20 assets, using percentage-based target allocation or specific quantities.
• Update your strategy for every linked account by adjusting your asset allocation.
• Deploy the same portfolio across multiple accounts through a unified execution workflow.
• Create and save an unlimited number of draft portfolios.
You’ll find Allocator in the left-side toolbar in your EXANTE desktop platform.
For more details on how to use the module, read a dedicated FAQ article.
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由專業人士建立。為專業人士打造。
