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ClearVision’s portfolio management system allows you to quickly configure and generate consolidated portfolio structures, helps to monitor and control trading and operational risks, manage bank data, speed up operational workflows all while providing detailed and insightful analysis.

Key Features

Global Reporting

  • Consolidated valuation, performance and attribution
  • Multi-custodian, multi-currency, multi-language
  • Beautiful and intuitive, user defined, report packages
  • Custom accounting methodologies
  • Full MS Office integration

Risk Management

  • Instant analysis of risk exposure by multiple criteria
  • VAR, Sharpe, Sortino and many more volatilities, statistics & ratios
  • Liquidity, duration, rating, sector and cash flow analysis
  • Constraint creation for asset class, currency, strategies etc.
  • Model creation, rules, alerts and deviation analysis

Key Benefits

ClearVision software is a popular choice for clients who prefer not to invest in larger less flexible Portfolio Management systems.

ClearVision is a dynamic, global and custom-made, rich and yet simple to use Portfolio Management system.

ClearVision Portfolio Management system is installed migrated and developed with the BRT philosophy of directly matching the solution to client needs and is fully-integrated with our rich suite of modules.

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Wealth Managers