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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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

SimCorp One is a next-generation investment management platform that integrates portfolio management, accounting, client communications, and regulatory reporting into one seamless system. Designed with over 50 years of industry expertise, it offers asset managers a clear view across both public and private investments through a single data source. Its real-time analytics and flexible architecture support business growth, regulatory compliance, and digital transformation. Whether you’re launching new funds, optimizing workflows, or entering new markets, SimCorp One delivers operational clarity and strategic agility at scale.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Accelex No 
Aladdin Wealth Yes 
Alkymi No 
Azure Linux Yes 

Integrations

Accelex Yes 
Aladdin Wealth No 
Alkymi Yes 
Azure Linux No 

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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BlackRock

Founded

1988

Country

United States

Website

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

Vendor Details

Company Name

SimCorp

Founded

1971

Country

Denmark

Website

www.simcorp.com/solutions/simcorp-one

Product Features

Product Features

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Alternatives

Alternatives

eFront Reviews

eFront

eFront, a part of BlackRock