Portfolio Health Check Report Banklet

Description

• Comprehensive, unbiased and easy to access portfolio health check reports on demand
• Analysis on portfolio structure and positions
• Highlighting/Alerting positions with
  • weak quality rating
  • high risk evaluation
  • overall rating changes
• Proposing investment alternatives based on quality and risk ratings for different investment styles considering bank recommendations
• Covers stocks, bonds, funds and ETFs in client port-folios
• Ready to print
• Fully quantitative and hence totally unbiased
• Multilingual