J.P. Morgan Asset Management has launched a new digital tool from Portfolio Insights that offers custom analytics to enable financial advisers better communicate with their clients.
Through the tool, advisers can upload a portfolio, tailor their analysis to address concerns, analyse new asset classes as well as assess the portfolio against a benchmark.
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The tool offers a comparative report, offering customised observations covering a portfolio’s composition, performance, risk data for mutual funds, separately managed accounts, stocks and ETFs.
At the same time, it also offers supporting content from the firm’s global strategists.
J.P. Morgan Asset Management head of product strategy Americas and global portfolio insights Steve Kaplan said: “The role of financial advisers is more complicated than ever, and we’re committed to helping them make informed decisions through analytics that identify potential drivers of risk and return.
“With the new tool, advisers can now run personalised diagnostics instantly using the same sophisticated portfolio construction and risk management platform used by the firm’s investment teams.”
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By GlobalData
