HIERARCHICAL TREE
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Fintree has a consolidation system based in a hierarchical tree, which gives flexibility and allows the creation of simple and complex structures.
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It allows the generation of reports from any of the nodes of this tree.
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The tree can grow over time.
STATEMENTS GENERATION IN PDF
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With Fintree you can create custom PDF statements and generate them whenever you want.
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In addition, you will be able to define your own asset's classes and define how to group them up.
COMPARISON VS BENCHMARKS
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Use the tools that Fintree provide to compare the evolution of a group of assets with any benchmark.
CONSOLIDATION
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Analyze the consolidation of your total portfolio in a simple manner.
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It allows to go further in the details to see more information if needed.
ACTIVE MANAGEMENT V/S PASIVE MANAGMENT
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What's the true value of the active management?
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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!