Clearstream, the leading global post-trading services provider and Quantalys Harvest Group, leading wealth technology platform, are offering a fund selection and portfolio modelling web tool, accessible to distributors through the Clearstream client web portal. The digital solution is a fund screening web tool that allows distributors to search and filter investment funds using multiple criteria, including proprietary Quantalys Harvest Group categories on ratings, performance and risk, and enables browsing investment funds that correspond to user-specified investment criteria.
The integration of this portfolio modelling and fund selection capability into the Clearstream platform means distributors can now effortlessly select funds, create portfolios and execute...
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