HIERARCHICAL TREE

  • Fintree has a consolidation system based in a hierarchical tree, which gives flexibility and allows the creation of simple and complex structures.

 

  • It allows the generation of reports from any of the nodes of this tree.

 

  • The tree can grow over time.

STATEMENTS GENERATION IN PDF

  • With Fintree you can create custom PDF statements and generate them whenever you want.

  • In addition, you will be able to define your own asset's classes and define how to group them up.

COMPARISON VS BENCHMARKS 

  • Use the tools that Fintree provide to compare the evolution of a group of assets with any benchmark.

CONSOLIDATION

  • Analyze the consolidation of your total portfolio in a simple manner.

  • It allows to go further in the details to see more information if needed.

ACTIVE MANAGEMENT V/S PASIVE MANAGMENT

  • What's the true value of the active management?

 

  • This report shows which would have been the results of a period having a passive management.

 

AND MORE

There are more than 60 different reports to use in the best way possible the information about a portfolio!

Join us and start to see the results as soon as possible!

Fintree Financial Services. All rights reserved.

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