One analytics engine behind every regulatory regime, reporting cycle, and portfolio discipline.
Insurance, wealth management, broker-dealers, and banks each bring their own frameworks, data shapes, and reporting cadences. FinX AMP meets each on its own terms, without carve-outs or approximations.
Analytics Built for Insurance Investment Portfolios
Scenario-based analysis, forward valuation, and modeling private deals, for asset-liability management integrated with upstream IBOR/ABOR and downstream actuarial platforms.
- Regulatory Scenario Compliance
- Asset-Liability Management
- Complete Asset Coverage
Portfolio Analytics for Asset Managers & Wealth Advisors
Portfolio manager workflows, performance attribution, investment guideline compliance, and portfolio risk across all asset classes.
- Portfolio Analytics & Reporting
- Performance Reporting and Attribution
- Investment Data Warehouse
Structured Product Analytics & Private Credit Modeling
CLO, ABS, CMBS analytics with industry-leading structured deal waterfalls and private credit modeling, all in one platform.
- Structured Product Analytics
- Private Deal Author
- Industry-leading Structured Deal Waterfalls
ALM, Stress Testing & Risk Analytics for Banking
DFAST, CCAR, and Basel III compliance with enterprise-grade portfolio risk management and capital adequacy analytics.
- Regulatory Stress Testing
- Asset-Liability Management
- Enterprise Risk Analytics
Talk to our team about your portfolio, regulatory requirements, and integration needs.
We'll walk you through the configuration that matches your data sources, actuarial or accounting platform, and reporting cadence.