(February 27 14:54) Sbr.com.sg
Submitted By:
Staff Reporter
Case Study:
No
It generates an assessment of a client’s portfolio in less than five minutes.
DBS Private Bank (PB) and Treasures Private Client (TPC) have launched the Portfolio Advisory Enablement Tool (PAET) for reviewing and regulating their investments, DBS said in a press release.
With PAET, DBS’ relationship managers’ can perform in-depth assessments of a client’s portfolio performance and risk exposures. A report can be generated in less than five minutes, or one-fifth of the time it usually takes to compile an equivalent report manually.
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