Resources for Registered Investment Advisors and Financial Advisors
What is WOMBAT?
WOMBAT is our cutting-edge investment software. Employing our proprietary computational models, WOMBAT aggregates and normalizes vast quantities of raw data from the trading market, benchmark data, and individual portfolios. Through our secure online portal, users have access to comprehensive tables, interactive charts, and on-demand reports.
Detailed Reporting in Minutes
Performance
- Analyze portfolio returns across varying time frames
- Compare performance data with several commonly used benchmarks
- Create charts & graphs for visual display of returns
Risk
- Analyze volatility across key risk indicators
- Compare multiple portfolios to identify risk and return trends
- Apply various filters and sorting options to detect anomalies among portfolios
Compliance
- Measure a portfolio’s conformity to the client’s investment guidelines stated in the Investment Policy Statement
- Customize the regulations and guidelines for each portfolio
- Clearly recognize when a portfolio violates compliance thresholds
Why WOMBAT?
On-Demand Reporting
- performance
- compliance
- holding
- reconciliation
- risk
- & transaction reports
Sophisticated Analytics
WOMBAT provides a variety of grouping and filtering functions that allow you to break down portfolio data and display explicit results across numerous indicators.
Financial advisors are given a comprehensive view of all their clients’ portfolio data and can compare performance, risk, and compliance across their portfolios in global reports. Our software is thoroughly tested by investment professionals to ensure calculation accuracy and data reliability at all levels.
Cost Effective
Powerful Analytics
Built for you
Our powerful investment technology solutions provide the insights you need to uncover the real data driving your portfolio results.
Better data, complex reporting, and 24/7 access are just a click away.
