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Description

Evaluate investments within a portfolio framework in just minutes. You can either import existing portfolios or create new ones, explore various models, or access your previously saved portfolios to begin the process. The 360° Evaluator allows for an objective assessment of your portfolio by examining crucial factors such as exposure distributions, costs, risk elements, and additional metrics. It also enables advisors to generate tailored client reports that illustrate the value they provide. By utilizing the 360° Evaluator, advisors can ensure that portfolios are optimized to meet their intended goals while facilitating the sharing of vital information with clients. Leveraging data and analytics from Aladdin, this tool allows advisors to efficiently identify key portfolio attributes, make comparisons with other portfolios, and adapt strategies in response to market changes and client needs. Furthermore, investment concepts can be communicated to clients in a straightforward and visually engaging manner. The client report generated by the 360° Evaluator includes a comprehensive portfolio overview that features details on holdings, analytics, insights, and more, providing clients with a deeper understanding of their investments. This streamlined approach not only enhances client relationships but also fosters confidence in the advisor's expertise.

Description

MSCI Real Estate Enterprise Analytics offers comprehensive global market and portfolio insights tailored to your perspective on real estate investments, enabling you to assess the overall performance of your entire portfolio and your management approach. Accessible via the MSCI Real Estate Analytics Portal, this tool provides a range of analytical depth, from high-level portfolio fund summaries to detailed asset-level information. With the portfolio and query builder features, users can focus on and assess the performance of particular sectors, segments, or assets, conduct analyses on tailored portfolios, and explore custom time frames. Additionally, Enterprise Analytics fosters a unified communication framework for C-Suite executives, research teams, risk management, and investor relations throughout your organization. This support extends from strategic planning and capital raising to portfolio construction and performance reporting, ultimately guiding you in making informed decisions for future allocations. The ability to customize analyses enhances strategic insights, ensuring that all stakeholders can align their objectives and expectations effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aladdin Wealth Yes 
Azure Linux Yes 
Dynamo Software No 
Fintech Sandbox No 
VerityESG No 

Integrations

Aladdin Wealth No 
Azure Linux No 
Dynamo Software Yes 
Fintech Sandbox Yes 
VerityESG Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

BlackRock

Founded

1988

Country

United States

Website

www.blackrock.com/us/financial-professionals/tools/360-evaluator

Vendor Details

Company Name

MSCI

Country

United States

Website

www.msci.com/our-solutions/real-estate-investing/enterprise-analytics

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