Portfolio Analytics & Workflow

Effi has a solution for everything

Effi’s fully integrated tools deliver the critical information and intelligence you need to engage your customers. They enable you to visualize fixed income account holdings through an easy-to-use interface and to present them in client-facing reports that are both visually compelling and rich in content. And they support and simplify portfolio proposals, trade opportunity mining, strategy-based investing, automated monitoring and reporting.

See how bonds have more fun.

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