Locally hosted and secure, DATAvariance Pro solutions for Advisors leverage the expectations
of in-depth client relationships with professional portfolio management and an integrated CRM

Pro for Advisors

Pro combines advanced portfolio management features,
alerts & an integrated CRM, and marketing tools
in a server environment
(availability Q1 '18)

Locally hosted

  • Confidentiality
  • Security
  • Data APIs
  • Order Transfer
    (incl. batch processing)

Coverage

  • Equity & Funds
    (multi-currency)
    (incl. Fundamentals for Majors)
  • Futures
  • Derivatives (optional)

Client focused

  • Account Consolidation
  • Performance & Risk Alerts
    (by portfolio & consolidated)
  • CRM
    • Customer Due Diligence
    • Risk Profiling
    • Special Rules
    • VaR history
  • Communication – Mail / IM
  • Reports – pre-formatted options

Portfolio management

  • Risk Analytics
  • Benchmark Construction
  • Performance Attribution (Brinson-Fachler)
  • Rebalancing
  • Models
  • Risk Impact Back Testing
  • Value at Risk (Monte Carlo optional)

Third party financial services

Professional data feeds (fee based)

  • Logo Quandl
  • Logo eoddata

Free data feeds (free)

  • Logo Quandl
  • Logo Yahoo

Asset Internet resources (free)

  • Logo Seeking Alpha
  • Logo Zacks
  • Logo Bloomberg
  • Logo FT

Internet investor analytics (free)

  • Logo Morningstar
  • Logo GuruFocus
  • Logo InvestorPlace
  • Logo Boursorama

Earnings data - Fundamental asset information (free)

  • Logo Estimize
  • Logo finviz

News feed (fee based)

  • Logo Briefing
  • Logo The Fly on the Wall
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