Client Type: Advisor on Funds and Portfolios

Location: USA

Team Size: Team of 9

The Fund Analysts and Portfolio Advisors integrate fund data from Bloomberg which then are analyzed through AlternativeSoft. Since they advise on a diverse set of portfolios, they were looking for a robust and transparent platform to manage these efficiently – as well as create an extensive library of quick Portfolio Performance Reports, carry out stress testing, forecasting, and Peer grouping analytics.

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