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Beacon Portfolio Intelligence

Porfolio Intelligence icon

Get a clear view of your portfolios, holdings, performance, securities, and ancillary data with our investment analytics and intelligence platform.

Access historical or Real Time information for Funds, Securities, Holdings , Transactions , Performance and more. Take advantage of our flexible dashboard views or generate pdf, excel or csv files to share with others within your organization or with your customers.

Features/Benefits

  • Historical Holdings Dashboard
  • Weights, Market Values and Analytic changes by Quarter, Month, Week or custom date range
  • Unlimited levels of grouping by Sector, Industry, Ratings, and more
  • Compare Fund Historic holding changes to Benchmarks, Indices, Models or other Funds
  • Custom reports tailored to what's most important to you
  • Ad-hoc and on-demand reporting and analysis capabilities​

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