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
| Feature | Description |
|---|---|
| Portfolio Management | Manage asset portfolios |
| Investment Tracking | Track investment performance |
| Risk Assessment | Portfolio risk analysis |
| Performance Analytics | Returns and performance metrics |
| Asset Allocation | Optimization tools |
Asset Types Supported
| Asset Type | Description |
|---|---|
| Equities | Stocks and shares |
| Fixed Income | Bonds and securities |
| Funds | Mutual funds, ETFs |
| Alternative | Real estate, commodities |
| Digital Assets | Cryptocurrencies (where permitted) |
| Structured Products | Complex financial instruments |
Configuration Options
| Level | Features | Assets |
|---|---|---|
| Basic | Simple tracking | Limited asset types |
| Standard | Comprehensive management | Standard assets |
| Advanced | Sophisticated tools | All asset classes |
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
Investment Workflow
Risk Management
| Feature | Description |
|---|---|
| VaR | Value at Risk calculations |
| Stress Testing | Scenario analysis |
| Concentration Limits | Position limits |
| Volatility Tracking | Portfolio volatility |
| Correlation Analysis | Asset correlations |
Integration with Other Capabilities
| Capability | Integration |
|---|---|
| SCT03 - Country | Available assets per jurisdiction |
| SCT06 - Decision Support | Investment analytics |
| SCT09 - Multi-Currency | Multi-currency portfolios |
| SCT11 - Compliance | Investment compliance |
Subscription Tier Availability
| Tier | Configuration Level |
|---|---|
| Starter | Not included |
| Professional | Not included |
| Enterprise | Standard |
| Custom | Configurable |