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AV Analytics

included in your Assetview subscription

Intelligence at Every Level

from transactions to your portfolio

  • See your true performance
    know how you're really doing
  • Go beyond standard reports
    not just what your broker/advisor shows, not just fragmented snapshots
  • Profit from institutional-level analytics
    usually reserved for family offices and private funds
  • Performance Analysis at Every Level of the Rollup
    transactions, lots, assets, accounts, relationships (parties), portfolio
  • Flexible Data Slicing
    analyze risk level, geographical diversification, sector dispersion, etc.
  • Structured Views
    intelligent asset class specific dashboards
  • Situational Analysis
    risk-reward scenarios with comparative metrics
  • Investor Defined Performance Metrics
    you define attributes that drive the analytics
  • Easy Performance Comparisons
    normalized data for apples-to-apples performance metrics across all asset classes
  • Accurate and helpful evaluation
    transactional investment analysis with IRRs, multiples, lot tracked cost basis, cash flow, unrealized gains, etc.
  • Real-time cash based return calculations
    even when crunching high investment transaction counts

Big Value

analytics that help you uncover opportunities and make optimal investment decisions
Flexible
you add variables to the analytics
Zoom Lens
from portfolio analysis to transactional analysis
Automatic
rolled up analytics in real-time as new data arrives

Private, low cost, unified, powerful, insightful — AssetView excels

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