RepVisor - Winsoft Technology

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In 2015 our team completed the development of RepVisor financial portfolio analysis system. This product enables the financial advisors to import their client portfolio positions from their back office system and analyze and model their portfolios with detailed market data. Repvisor is integrated with FunData data feeds and FundCom portfolio positions file import. Repvisor is an essential tool for advisors looking for excellence in servicing their clients.


Main features of Repvisor are:

ANALYZE EXISTING PORTFOLIOS
  • Examine the details and the composition of your client's portfolio
  • Compare fund and asset class performance against market indices
  • Calculate and display financial measurements across funds

TRACK AND REPORT CHANGES
  • Track the portfolio in relation to the IPS on a daily basis
  • Identify client portfolios that have drifted outside their IPS
  • Print detailed reports of portfolio models and parameters

CREATE MODEL PORTFOLIOS
  • Prepare an automated Investor Policy Statement (IPS) for clients
  • Compare the existing portfolio to the investor's risk profile
  • Use advanced tools to build model client portfolios
  • Compare model portfolios to the existing client portfolio
  • Automatically create buy and sell lists to achieve targets

Please visit www.repvisor.com for more information.
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