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ADVISORS, BROKER DEALERS AND WEALTH ADVISORS
ESSENTIALS
$
/
Roll Up Reporting of All Accounts
50 Customizable Risk Scenarios
Index-Based Stress Testing
Customizable Shock Factors
Instrument-Level Risk Drill Down
Time Series Reporting
Automated Customizable Risk Alerts
Option Greeks
Data Exports to PDF, CSV and Excel
Intuitive Graphical Reporting
Risk Utility Model - Automated Daily Processing
On-Line Help
DOL Risk Compliance Support - E-Mail Alerts for Client Portfolio Risk Mismatches
Cloud-Based - No Software to Buy, Learn
Automated Data Harvesting - No Manual Loading of Positions
INVESTMENT MANAGERS
PROFESSIONAL
$
/
All features of Essentials Plus:
100 Customizable Risk Scenarios
Multiple VaR Models and Parameters
Non-Index Based Stress Testing
Back Processing
Permission Report Access for Third-Parties WITH Position-Level Drill Down
Permission Report Access for Third-Parties WITHOUT Position-Level Drill Down
INSTITUTIONAL INVESTORS
PREMIUM
$
/
All features of Professional Plus:
Multi-Level Processing
Customized Account Roll Up Options
Pro Rata Position Processing