Tools that help you make informed decisions
Pactrovance gives you one clear interface to track, analyse and report on every position in your portfolio, so you can review it with confidence and act in a disciplined manner.
Discover the platformWhat Pactrovance offers
Each feature supports a distinct stage of the decision-making process: observing, assessing risk, comparing scenarios, and monitoring execution.
Consolidated position tracking
Consolidate your holdings and monitor their performance in one continuously updated table, without switching between multiple sources.
- Unified view across multiple accounts and asset classes
- Change history for customisable time periods
- Easy-to-read trend indicators (rising, falling, stable)
- Export data for your own analysis
- Risk scores for individual positions and portfolios
- Benchmarks for volatility and concentration
- Configurable threshold alerts
- Risk labels that are easy to read at a glance
Risk mapping
Quickly spot positions with the highest risk concentration and adjust your allocation before imbalances grow.
Scenario comparison
Compare multiple allocation scenarios side by side to understand their potential impact before making a decision.
- Simulate multiple asset allocation scenarios
- Key metrics compared across different scenarios
- Saving configurations for future follow-up
- Scenario-specific notes and annotations
How the features work together
Pactrovance's modules are structured in a straightforward way, from the initial assessment through to ongoing tracking.
Observe
View all your positions in one consolidated view and quickly identify any significant discrepancies.
Analyze
Evaluate each line’s risk and performance using the available indicators.
Adjust
Compare different scenarios and monitor how your decisions evolve over time.
An interface built for quick, easy reading
Tables, trend codes and risk labels are structured to bring the most important details upfront, keeping the layout clear and uncluttered.
Filter, sort and export data easily for use with your own tracking tools.
