Family office - Economatica | A powerful investing platform for reaching the top.

different types of assets

The platform that the best managers use to manage portfolios on a sound basis

The Economatica platform allows you to analyze and compare different types of assets (funds, shares, debentures, government bonds, real estate funds, rental assets and others) with the highest speed, quality and reliability of information. Economatica also allows you to generate monitoring reports using the "Add-In for Excel", which allows you to personalize the analyst's work and bring performance gains. Portfolio optimization and simulation tools, and DCF - discounted cash flow, complement the functionalities.

Specific solutions

The most used and preferred platform for Family Offices

Portfolio simulation

This function allows you to simulate investment portfolios in financial values or percentages, as well as creating customized composite benchmarks. It is possible to rebalance assets within all the simulated portfolios, according to the changes made by the analyst during the simulation, generating reports of recommended portfolios.

Fund rankings

Generation of fund rankings with quantitative trading data (equity, funding, premium over benchmark) with allocation filters by asset profile (X% allocation in variable income assets, fixed income, credit, foreign investment, etc.) - the latter considering the explosion of fund portfolios up to the last position.

Equities and Fixed Income

Portfolio Optimization (Markowitz), DCF Discounted Cash Flow, Style Analysis and Long And Short. The advanced analysis tools allow analysts to evaluate allocation strategies with the highest quality and speed. The modules featured were created based on the most recognized theories in the market and have been consolidated on the platform for over 15 years. Determine the best allocation options based on 100% reliable data in record time.

POSSIBILITIES

More ease, intelligence and depth to support your analysis

The tool that revolutionizes data

A powerful Data Mining platform, constantly fed with information, which allows the user to manipulate a large volume of data, create insights, make advanced simulations, generate reports, compare assets to support analysis, project scenarios and make better decisions.

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INFORMATION IS POWER

Everything Economatica brings you

Easy access

Economatica is a fast, sophisticated and user-friendly web platform for fundamental and qualitative investment research. The platform can be accessed from any computer or tablet connected to the Internet, facilitating interaction with the analyst and their client. Your reports, slides and analyses are in the cloud, available to you at any time.

Customization

A powerful reporting system that allows you to create customized company/industry tables and risk & performance portfolios that can be easily distributed internally or to clients.

Analytical modules

The Discounted Cash Flow (DCF), Markowitz portfolio optimization and Long and Short modules, among others, have been designed following the highest international academic recommendations, as well as the experience of market professionals.

Historical series

The modules on Discounted Cash Flow (DCF), Markowitz portfolio optimization, Long and Short, among others, were designed following the highest international academic recommendations, as well as the experience of market professionals.

Data export

The Discounted Cash Flow (DCF), Markowitz Portfolio Optimization, Long and Short and other modules have been designed following the highest international academic recommendations as well as the experience of market professionals.

Indispensable for comparing assets

Compare different types of assets quickly and with reliable information.