XECO Assist

XECO Assist is a tool that provides an interactive risk profile and asset distribution (portfolio) guidance. It helps investors and clients of asset management companies to better understand their risk profiles and the distribution of their portfolio.

Features

Custom Risk Profiles & Detailed Insights

Gives a detailed insight into each risk profile and the asset distribution for each risk profile

Historical profit and loss per risk Profile

Shows the historical profit and loss per risk profile (with the given asset distribution)

Future profit or loss predictions

Shows a simulated prediction of profit and loss per risk profile (with the given asset distribution)

Target Group

  • Sales Teams in Asset Management Companies
  • Investment/Financial Advisors
  • Professional Investors

Our Products

XECO Assist

XECO Portfolio

XECO Reporting

XECO Sync

Contact Us

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