Get Efficient with Analytix 2.19

Inveztly is excited to announce the latest release of their software, Analytix. This update includes a groundbreaking new module, The Efficient Frontier, which takes their tools to the next level. Users can now optimise their portfolios based on CAGR/StDv, leading to higher risk-adjusted returns for end customers.

"This is a significant step for us to launch the Efficient Frontier to our users. The initial release is relatively simplistic, and we already plan for additional depth and functionality over time," says G?ran Paulo Farkas , CEO of Inveztly .

Additional updates in Analytix 2.19:

Extend Your Organisational Perspective

• New components have been added to improve the organisational perspective. With Analytix 2.19, users can now communicate model portfolios and streamline advisors' workflows with defined degrees of freedom.

Customised Reports

• Users have previously created customised reports for all instruments in the system, including funds, ETFs, and portfolios. Now, this also includes proprietary time series, which is particularly useful for Pro Forma analyses.

Estimated PRIIP for Index

• Ensure that the risk for the selected index aligns with the portfolio's and desired risk level, enabling fair comparisons.

Would you like a demo of the latest Analytix release, or are you curious about how the tool can benefit your business?

Please reach out!

//Team Inveztly