Deep data intelligence reporting
Objective
To provide transparent, digestible, real-time reports and insights to help the investor understand its performance of its risk managed investments, but also the context in which they were given.
Libertify has developed a gamut of financial reports presenting easy to follow investor performance data across asset, portfolio, and account levels.
Libertify has developed a sleek sequence of informative stories presenting long, medium and short term trends, sentiment analysis, coin supply, net flows, 7 day trading volumes, and more. This helps investors amplify their knowledge of the financial markets and understand the context of every single recommendation delivered.
Libertify is the only platform that can comprehend a realized P&L via dynamic NAV (Net Asset Value) calculation. This means that the platform has the ability to accurately calculate the net value of an investment portfolio in real-time, taking into account the realized profits and losses. This enables investors to have a more accurate understanding of their investment performance vs non realized views.
Benefits
Granular Investor Understanding
Provides an unparalleled understanding of the investors tolerance
to risk at any given moment in time.
Dynamic Personalized Rebalancing
Provides the intelligence for rebalancing and investment adjustments throughout our suite of products with a level of market responsiveness and personalized precision that is unmatched.
Improved Risk Adjusted Performance
Optimizes the investors risk-adjusted performance, which factors the portfolio’s performance with the amount of risk taken.
