LLB Xpert Monitoring offers you professional support in the monitoring of your clients' portfolios. This provides you with a valuable advantage, reducing your daily workload and enabling you to focus more closely on your clients and their needs. Compliance with regulatory requirements is ensured, easily and efficiently.

Here's an example of what reporting looks like when an asset class or bond rating is breached in the context of our portfolio monitoring and analysis:

Your benefits

• Individual overview of your investment strategies
• More than 50 monitoring criteria
• Efficient support for your risk management through systematic monitoring of your client portfolios
• Selectable monitoring frequency (daily, weekly, monthly)
• Prompt notification if your criteria are breached
• Lucid reporting for each client

Would you like us to handle the monitoring of your clients' portfolios?
We'll be happy to advise you!

Get in touch with our experts and receive comprehensive information about LLB Xpert Monitoring.