PowerPortal

Universal-Investment’s PowerPortal is the technological platform for reporting services. As such, reporting extends from a single position through to a consolidated view of all investment vehicles used.

The PowerPortal offers our clients and initiators direct access to more than 200 standard reports on the different modules and asset classes, including real estate-specific stress tests.

However, content is not the only thing that counts. Form does, too: It goes without saying that individual data is updated daily via different access routes, including smartphones and tablets. The PowerPortal can also be utilised for client presentations.

The subscription functions enable regular report maps to be created easily and comfortably. There are also instant analyses on allocations and maturity structures, fund assets and performance, income statements and stress tests. The evaluations can be used for the respective legal fund wrappers and consolidated across several fund wrappers. Direct investments can therefore also be integrated in the reporting environment.