Advanced portfolio analytics reporting
For a major exchange, built a portfolio risk modeling and reporting platform enabling proprietary analytics to be run and reported on at scale in a fully customizable fashion.
Portfolio Dashboard
Use Case
A multi-asset class portfolio management, analytics and reporting technology platform, designed for institutional investors was looking to create a completely new risk and analytics solution to continue their market leadership in the area of risk modeling and as a companion product for their portfolio management software platform. Expero was tasked with createing a risk modeling 'What if' functionality that could integrate with their existing platform but with the flexibility of allowing users to manipulate data outside of the platform.
Customer Challenges
Multiple Challenges including:
- Technology & Platform Integration
- UI and User Experience
- Custom Software Development
Delivered Results
UI and User Experience - The Expero team created new and innovative designs and workflow patterns based upon how customers would interact in a 'What If' mode combining the platform data and the simplicity of XLS as the desired feature requests. These were curated and defined using an agile project with low and high fidelity work products. The end goal was a comprehensive application and Customer Experience for the overall suite of products including the XLS functionality
Technology & Platform - The customer had a large and complex technology stack built over many years. The Expero team had to assess and create a unique new, fast and performant analytics and risk data capability. The new architectured software stack was capable of integration to the existing platform while providing new features for real time analytics calculations4.
Custom Software Development - Once the new product had been designed from Customer Experience, User and Personal specific features, and technology architecture the Expero team was tasked with turn key development. The team was able to complete the full suite of development and was part of the successful product launch into the market
Expero Solution
Increased accuracy and better outcomes for risk modeling and 'What if' scenarios. Updated plaform features which allowed for faster, high performance, real-time analytics calculations and in turn, increased productivity and efficiencies. Better user experience and more intuitive and usable features for platform users.
Overview
A multi-asset class portfolio management, analytics and reporting technology platform, designed for institutional investors was looking to create a completely new risk and analytics solution to continue their market leadership in the area of risk modeling and as a companion product for their portfolio management software platform. Expero was tasked with createing a risk modeling 'What if' functionality that could integrate with their existing platform but with the flexibility of allowing users to manipulate data outside of the platform.
The Challenge
Multiple Challenges including:
- Technology & Platform Integration
- UI and User Experience
- Custom Software Development
Our Solution
Increased accuracy and better outcomes for risk modeling and 'What if' scenarios. Updated plaform features which allowed for faster, high performance, real-time analytics calculations and in turn, increased productivity and efficiencies. Better user experience and more intuitive and usable features for platform users.
Our Approach
Market Stress Scenario Building
Portfolio Correlations
