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NGEN Markets Demo Diagram - Coggle Diagram
NGEN Markets Demo Diagram
Portfolio Review - (Finding problems within clients portfolio)
Portfolios section
Portfolio Analytics - Prospective client
Risk
VAR
Drawdowns
Returns
Performance
contribution
correlation analysis
Client Acquisition
Client Section
Existing clients
RTA Integration
Manual Data
Client Retention
Selection of Securities
MFs
Screening
Comparing
Index
Compare
Stocks
Compare
Portfolio Comparson (Solution to that problem)
Model Portfolio
MF Portfolios
Client Portfolio
Reports - (relatable reports for Indian Clients)
PPT
Web Based Links
Mobile based links
PDFs - Password Protected