Our platform provides the tools and data you need to make informed investment decisions.
Identify the sources of portfolio performance with detailed attribution analysis across sectors, industries, and individual securities.
Evaluate portfolio performance using industry-standard risk-adjusted metrics including Sharpe ratio, Sortino ratio, and information ratio.
Compare portfolio performance against multiple benchmarks with customizable time periods and visualization options.
Optimize asset allocation based on risk-return objectives using modern portfolio theory and advanced optimization techniques.
ExFinQuant's portfolio analytics delivers measurable value to investment professionals.
ExFinQuant serves a diverse range of investment professionals across the financial industry.
Portfolio managers use ExFinQuant's analytics to evaluate strategy performance, identify alpha sources, and optimize portfolio construction.
Financial advisors leverage our tools to create personalized investment strategies and demonstrate value to clients through detailed performance reporting.
Investment teams monitor portfolio performance against liability benchmarks and optimize asset allocation to meet long-term funding objectives.
Investment professionals analyze complex multi-asset portfolios and generate comprehensive reports for family members and stakeholders.