FinCoreLogoOutlines250

The Analytics Platform for Advisors, Wealth, and Asset Managers

A flexible data warehouse with easy-consume APIs, a low-cost fast calculation engine, and, a highly customizable front-end, FinCore. Consolidate products, data source(s) or third-party interfaces in one place. Includes AI-generated  summary of the salient points on Market Overview, Portfolio Overview and Risk Profile across the FinCore platform into easy to understand narratives. Explaining:

  • investment performance

  • portfolio risk

  • scenarios

  • peer groups

  • drill-through allocations

  • ESG

  • monte-carlo / CMA projections

Table 1 for website
Diagram 1 for website

Data Agnostic Pass-Through: from licensed market providers (e.g. Morningstar, Refinitiv, ICE, OWL ESG) & other sources

Data Consolidation & Reconciliation:  a consistent “golden source of truth” that correlates data from multiple sources – custody, manager, 3rd parties, 3rd party platforms, & market

AI-generated  summary of the salient points on Market Overview, Portfolio Overview and Risk Profile across the FinCore platform into natural language.

  • investment performance

  • portfolio risk

  • scenarios

  • peer groups

  • drill-through allocations

  • ESG

  • monte-carlo / CMA projections