Odyssey Asset Management Systems has formed a strategic partnership with Madrid-based TechRules to promote its wealth management and Web reporting system My Portfolio.
My Portfolio is an ASP solution that provides risk diagnosis, linked market analysis and linked product advice over a Web user interface. Bank customers can receive detailed reports containing analysis of their portfolios and proposals for the improved balancing of the risk and return expectations.
Ken Watson, marketing and business solutions director, Odyssey, says the product can be customised to respond to the needs of portfolio and fund managers and their clients.
"My Portfolio is also very simple to integrate into an existing infrastructure. Availability through an ASP solution makes it possible to plan costs on a steady, regular basis," says Watson.
As part of the partnership agreement, Odyssey has also collaborated with TechRules to add decision support components to its Triple'A and Advisor products. The components deliver online portfolio risk diagnosis, market analytics and an advanced portfolio optimisation tool.