Portfolio Display and Monitoring

The Innovations CRM offers specific functionalities for the display of asset allocation and statement of net assets.  It also includes automatic daily alerts for situations requiring urgent action, such as maturity dates.

 

 

 

 

In the Innovations CRM, asset and currency allocation, holdings, transactions and performance are displayed clearly and prepared in either table or graphical form.  Monitoring refers to the ability to enter certain rules in the portfolio so compliance can be monitored automatically.  These rules can include specific stipulations in investment categories by industry, currency, country or region and individual securities.  Relationship managers are immediately informed when compliance is breached.

This clear visual representation of the portfolio supports relationship managers in preparing for discussions with customers. 

The Innovations CRM monitors the customer's portfolio.