assessment-table
This component is a subcomponent of portfolio-assessment. It provides you with an analysis of each position that you have in your portfolio giving you better alternatives to invest in. Each alternative is proposed according to the custom ranking that you can personalize in the main component (portfolio-assessment).
Intelligence
State-of-the-art artificial intelligence is the basis of the algorithm that provides us with a consistent portfolio assessment. The algorithm analyzes and ranks peer financial instruments to collect the “optimized” portfolio data and to be able to provide a robust comparison with the client investments.
Contrary to what you might expect, the objective of the portfolio assessment is not to question the asset allocation but to play with your selection in order to assess whether the chosen assets are the best option, based not on a one-size-fits-all approach, but taking into account what is important for the client.