We have outlined in previous posts the increasing pressure on advisors and asset managers to provide transparency to their clients on their investments, including the risks and the returns. The infographic published a few months ago outlined how Cognity could provide advanced analytics on portfolio construction as a key intuitive client communication tool.
The video below displays the functionalities available in Cognity to identify challenges and opportunities in client portfolios.
Click below to download Cognity Portfolio Construction report book.
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