Extend the relationship with your customers through the Advisor Enterprise Smartbrain portfolio consolidation platform.Track consolidated investment portfolios in Advisor Enterprise with detailed portfolio and asset information and analysis.Analysis:- Portfolio profitability;- Evolution of profitability;- Allocation and profitability by strategy;- Allocation and profitability by custodians;- Profitability and earnings in closed periods;- Position of assets;- Comparison of the portfolio with different indexes;- Exclusive extract of shares.
Advisor Enterprise
