Features | Aggregation


AlphaCert allows investment managers to aggregate data at all levels of the fund hierarchy, which is often difficult to achieve in a timely way. Get a picture of your asset allocation, risk and exposure by aggregating data from individual holdings at a portfolio level up through each level of the fund hierarchy.

Create the required relationships quickly and easily in AlphaCert to view the aggregated data at each level of the fund structure and drill down into the detail beneath.

With this functionality built into the AlphaCert platform, investment managers can easily view the data with the required level of detail for each scenario.

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