MiPortfolio
Tailored reporting for institutional investors.
Mcube Investments Software Private Limited
Description
The app offers institutional investors a reporting platform with diverse portfolio views. It displays performance, asset mix, risks, and other indicators through easy-to-navigate screens, including a scorecard for risk profiles.
The MiPortfolio by Mcube Investment Technologies, LLC, provides institutional investors with a tailored reporting platform that gives CIOs/Boards/CEOs a diverse view of the portfolio at their fingertips. Mcube works with the client’s various data sources and the client to build the tailored views with data received automatically every day or month. Clients can see performance, asset mix, risks, performance attribution, economic data, securities lending and additional key indicators, by tapping through simple, easy-to-navigate screens. A red/yellow/green scorecard for the portfolio and its sub-components is also available to assist executives with an “at-a-glance” risk profile view to help CIOs/Boards/CEOs focus on critical decisions.