Ada Portfolios: portfolio management at your fingertips
Constructing a portfolio is never easy – but it’s made far simpler with instant ‘what if’ scenario testing. Ada Portfolios lets you do this and more.
Power up your investment decision-making
Run ‘what if’ scenario analysis at the click of a button to test the impact of changes before you make them
Combine information from multiple data sources (including Bloomberg, eVestment and ICE).
Design new (or modify existing) portfolios to suit a range of risk appetites.
Monitor performance, volatility, portfolio drift and other key metrics daily
Create dynamic portfolio snapshots, highlighting key KPIs and red-amber-green ratings.
Manage all portfolio activities, from meetings, content and performance all in one place.
Is Ada Portfolios right for you?
Ada Portfolios provides a helping hand to investment functions, whether they be asset owners, wealth managers, in-house pension teams or private equity houses.
Get in touch to find out whether Ada Portfolios is right for your team.