on track
At AlphaMolly our tools and fact based approach help your customers track their performance easily by: Identifying those unexpected losses that can drag on performance, understand the growth of their portfolio against the underlying performance of their investments.
Track & manage growth
We know that it is difficult to stay on track if your customers don't know how well their portfolios are performing.
Understanding their investment performance, not just the valuation of their individual holdings, will enable them to make better decisions and keep themselves on track with their investment objectives.
Know your true performance
Most investment platforms typically display customer portfolio's performance as a straightforward profit and loss.
However, this portrayal often excludes certain fees such as account maintenance fees, transaction fees for buying and selling securities, management charges for mutual funds, and dividends received.
We calculate “Total Return” which allows your customers to see the true performance of their investments, including fees and income.
Set your objective
Defining an investment goal is crucial. Whether your customers aim is to save for a house deposit, pay off student debt, or build a decent retirement fund, setting a clearly defined objective will enable us to help your customers track their performance more effectively, providing them with the insights they need to stay on track
Stay on track
Track portfolio performance against their objective. Whether it's to beat the inflation or to have a steady fixed income, they can easily see how their investments are performing.
Take advantage of our configurable traffic light indicators to let's them know when they’re off track.
Molly's always available
Whats holding you back
Get clear understanding of the contribution of their investments to the overall portfolio growth and understand:
- Are constituent peers performing better or worse than their investment
- Which investments are dragging on their performance
- What’s driving the performance of their investments, e.g. FX contribution
Know your liquidity, trust your analytics
Understanding the speed and accessibility of liquidating investments can be challenging, but crucial.
Equally important for your customers is grasping the concentration or diversification level of their portfolio to make informed decisions for maximizing growth through strategic allocation
Liquidity
The unpredictability of what lies ahead highlights the importance of having access to their funds when needed.
Liquidity determines how quickly they can convert their assets into cash, including the complex transactional terms crucial for mutual fund investors.
Asset allocation & exposure analysis
Track the asset allocation and portfolio exposure over a time period to review the changes in your portfolio from both market moves and their investment decisions, ensuring it aligns with their objectives and remains balanced.
View portfolio exposure analysis across various dimensions; Currency, Industry, Sector, ESG, Market Cap; its up to them to decide what matters.
Key ratios
Utilising technical indicators like the Sharpe ratio, Tracking Error, Standard Deviation, Alpha, and more provides insights into their portfolio's performance relative to a benchmark, guiding them in evaluating the effectiveness of their investment strategy
Active Monitoring
Just because they don’t have time, it doesn’t mean that they shouldn’t be in the know.
With Active Monitoring they can define whatever rules matter to them and Molly will let them know whenever any of their rules are breached.
Validate every decision
Understanding the impact of investment decisions is not easy. Sandbox gives your customers the ability to review the impact of past decisions, and safely assess the potential impact of new decisions.
Validate your decisions
We know that the best way to learn is by doing, but they don’t learn if you can’t review those past decisions.
Sandbox recalibrates performance and risk metrics, enabling them to compare historical investment decisions effortlessly and evaluate the potential outcomes if no action had been taken.
Sandbox helps them understand the outcomes of their decisions helping them to feel more confident in their next.
Pre-trade impact
We never underestimate the importance of their next investment decision.
Whilst we can't predict the future it doesn't mean that we can't help them understand the initial impact of their decision.
Evaluate their choice and observe its effects.
Virtual decision sandbox
With every decision comes uncertainty.
Sandbox gives them the ability to create a virtual version of their portfolio and assess the impact until they are ready to action their decision.
Grow confident in their decision making.
Review your cost basis
Evaluate the impact of changing cost basis on their P&L for those in jurisdictions that allow configuring different cost basis, reassess their parameters like cost basis.
The ability to analyse the impact of adjustments on their realised profit and loss will help them to analyse the different scenarios for optimising the tax efficiency of their portfolios.
Awareness that matters
Whilst the facts tell you as it is, they are not a predictor of the future. Insightful research adds value to investment decisions.
Insights are highly targeted and always in sync with your customers portfolio and investments. No need to reset notification preferences, Molly updates automatically based on their portfolio holdings and keeps them in the know.
Investment research and recommendations
In depth research and analyst recommendations from trusted and verified sources.
Social analytics
Increasingly we see the world of social media having an impact on the price movement of different assets. Our social analytics will tells them how these social media posts affect their investments
Peer sentiment
Understand the sentiment of other people about the companies and securities in your portfolio.
Fundamentals & people
Access the economic and financial data for a company and know the key people that manage it's growth.