SCT13 - Financial Asset Management
Tools for managing various financial assets and investments, including portfolio management, tracking, and analytics.Overview
This capability provides tools for managing financial assets beyond traditional banking, including investment portfolios, securities, and alternative assets.Features
Asset Types Supported
Configuration Options
Portfolio Management Features
Portfolio Overview
- Total portfolio value
- Asset allocation breakdown
- Performance summary
- Risk metrics
Position Management
- Buy/sell orders
- Position sizing
- Rebalancing tools
- Stop-loss management
Reporting
- Performance reports
- Tax reports
- Regulatory reports
- Custom reports