Wealth Reporting
In-Depth Asset Class Insights
Evaluate all wealth management-relevant asset classes with precision using proven, comparable KPIs. Gain the insights needed to navigate volatile markets and to stay ahead.
Powerful Visuals for Key Insights
Transform complex data into actionable insights with Finticx's dynamic visuals. Interactive dashboards featuring J-curves and waterfall charts help you spot trends, compare performance, and make informed financial decisions with confidence. Select between simplified or detailed visuals to tailor your view to what’s most relevant for you.
Cashflow forecasting and NAV
Finticx automatically projects Net Asset Values (NAV) for the months ahead, customized by asset class. This gives you a clear, forward-looking view of the family’s liquidity with clear visibility into future cash flows, including precise timing and availability of funds.
Strategic Allocation Planning
Finticx enables you to set target allocations for each asset class and their expected returns. With real-time insights, you can track progress toward your targets, identify any deviations, and make data-driven adjustments to keep your strategy on track.
Want to see more?
Want to discover how Finticx can give insights in your Wealth Reporting, in order to make more data-driven decisions?
Discover all our features in a free demo.