An Overall Picture
InPhase shows each investment and rolls up all your data from across each investment business so you can get any picture of your fund performance.
Monitor holdings and exposures by asset class, sectors and regions and drill down into detailed portfolio performance even to the operational and where desirable transaction level.
Want to see compliance breaches across the portfolio – it’s a click away!
Monitor what’s important, make templates for future investments, and tailor as required. You can take full control of how you and your Portfolio implements InPhase.