Case Study Balancing Risk and Driving New Business with Portfolio Analytics Every investor knows they should review their portfolio regularly to achieve the perfect blend of sectors and equity positions, and to balance risk with reward. But the process of analyzing portfolios manually can be error-prone and slow. We created a new, automated analytics process for a wealth management team, allowing them to optimize clients’ investments and review the performance of accounts and financial advisors. The results were twice-as-fast turnarounds, more commissions and an increase in AUM. Client Wealth management division of a leading US bank Industry Wealth management Evalueserve Solution We carried out a full portfolio analysis and provided a range of recommendations

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