Prisma-Analysis

Prisma Analysis

Transparent portfolio insights with comprehensive asset allocation and performance reporting

New Possibilities

Your benefits

Gain comprehensive insights into your funds and portfolios with Prisma Analysis, an advanced web-based SaaS platform delivering a holistic view across all portfolios. Access automated analytics, interactive visualisations and in-depth performance evaluations to empower informed and strategic decision-making.

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Scalable solution

Prisma Analysis adapts to your growing needs, offering a cloud solution that meets the most stringent security and compliance standards

Schnelle Integration

Fast integration

For existing system landscapes: Seamless integration into XENTIS and external data sources – with extensive export options

Usability

Usability

High user-friendliness: Prisma Analysis combines powerful analysis functions with a clearly structured, interactive interface

webbased

Web-based solution

Prisma can be used by all users directly via browser – without local installation and regardless of the end device

Asset managers and investors

Strategic advantages beyond the core

Private Cloud

Unlocking potential with Prisma

XDPrisma-Analysis
Prisma Analysis

Transparent portfolio insights with comprehensive asset allocation and performance reporting

Advanced portfolio analysis: Data aggregation with asset allocation presentation, benchmarking and granular performance evaluation

Portfolio and transaction control: Automated classifications, reconciliations and rule-based filter logic

Risk assessment: Analysis of volatility, drawdowns and risk allocation for better investment strategies

Transparency

Discover our DMS

Our document management system (DMS) allows you to deliver documents directly to your customers. Contact our experts to discover how we can support your needs.

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How can we help you?

Feel free to contact us directly with any questions or requests. Our experts are on hand and look forward to hearing from you.

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