PCR Cloud-Based Portfolio Analytics

Show Unique Value-Add to Client Relationships Superior investment performance is achieved through superior risk management.

High-net-worth investors want insight into the value theiradvisors provide. Advisors leveraging the open-architecturePalette Platform will have fast, accurate and transparentmarket and risk analytics seamlessly integrated with theirwealth management process. Using the contribution and attribution analysis screens, advisors can clearly present performance and show how they are adding value to their client’s portfolio and overall wealth management relationship.

Transforming Data into Actionable Information Powerful risk management tools display an advisor’s control of portfolio risk by highlighting the portfolio, sectoror security level Value at Risk (VaR). Areas in the portfoliothat may be susceptible to various risk scenarios, such asinterest rate movements or market shocks, may also behighlighted.

Key Features & Benefits Gain efficiency and increase scalability by having all riskand performance analytics accessible through a single interface. As illustrated in the two screens on the back ofthis page, advisors can use a variety of tools for faster, more accurate risk and performance analysis. • Cloud-based analytics that complement PCR’s privatewealth aggregation and reporting services • Access sophisticated portfolio performance securely from any location at any time • Portfolio analytics that enable risk measurement and attribution reporting • Easily assess integrated market and credit risk, counter-party risk and liquidity risk • Yield Curve-based Fixed Income attribution with unrivalled analytical flexibility • Granular analysis of a portfolio by key attributes

FASTER, MORE ACCURATE RISK AND PERFORMANCE ANALYSIS Wealth management firms using PCR’s award-winning Palette PlatformTM have access to cloud-basedanalysis of portfolio performance, attribution and risk. The data coverage, provided through the strategicpartnership with StatPro, includes all major asset classes (equities, bonds, currencies, funds, ETFs and futures).

Detailed analytical scenarios, controlled through an intuitive interface, can be run against specificportfolios without having to re-enter or transfer data between systems.

187 Danbury Road Suite No. 202 Wilton, CT 06897(203) 762-9006

www.pcrinsight.com

Risk Dashboard: get an overview of your portfolio risk and drill down to the sectors and securities contributing to VaR. See how your portfolio could be affected by various market shock scenarios and analyze the expected distribution of returns generated by the historical simulation model.

Risk Heatmap: see visual analysis of security-level risk using the heatmaps. Choose from various risk measures to get instant analysis, allowing you to focus on any outlying securities. The heatmaps are one of several charts available for getting a better understanding of your portfolio risk.

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