EX-ANTE

EX-ANTE by Diaman Tech is a behavioral finance software aimed at financial professionals, including financial advisors, family offices, portfolio managers, institutional clients, and treasury management teams. According to the vendor, EX-ANTE incorporates a behavioral finance approach to help professionals make more informed investment decisions based on human behavior. The software offers modules that focus on risk management and intelligent correlation utilization. It also provides efficiency indicators such as volatility, Sharpe ratio, and DIAMAN Ratio.

Key Features

Behavioral Finance Approach: According to the vendor, EX-ANTE utilizes an innovative Behavioral Finance approach to assist financial professionals in making more informed investment decisions. The software incorporates risk management and intelligent correlation utilization to develop efficiency indicators such as volatility, Sharpe ratio, and DIAMAN Ratio.

Financial Advisor Module: The Financial Advisor module allows financial advisors to monitor client investments and aggregate portfolios. According to the vendor, it efficiently manages risk and generates new investment ideas. The module provides model portfolios based on risk indices and focuses on risk management and intelligent correlation utilization.

Family Offices Module: The Family Offices module harnesses the power of Behavioral Finance to create, rebalance, and customize portfolios. It enables customization according to clients' unique needs and provides risk monitoring tools and scenario analysis. According to the vendor, it offers multifactor risk indicators and DrawDown recovery capabilities.

Portfolio Manager Module: The Portfolio Manager module provides reliable and timely market analysis. It enables the generation of well-informed portfolio ideas and identifies overvalued and undervalued securities in the market. The module offers risk management tools and real-time data analysis, according to the vendor.

Institutional Clients Module: The Institutional Clients module offers tailored solutions for daily operations and process optimization. It provides seamless API integration and customized connectivity, according to the vendor. The module generates personalized and integrated reports and offers data compatibility with third-party systems.

Treasury Management Module (APM): The Treasury Management module is a comprehensive system for treasury and portfolio management. According to the vendor, it enables data aggregation, simulations, and risk management. The module offers pre-deal simulation for analyzing the impact on portfolios and calculates Net Interest Income (NII) for accurate cash flow forecasting.