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eXact Suite

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Software Status:Active

About eXact Suite

eXact Suite, developed by Analysis S.p.A., is a sophisticated web-based platform designed for high-precision financial management, wealth advisory, and investigative analysis.

eXact Suite Details

Vendor
Analysis S.p.A
Year Launched
1986
Location
Via Caradosso, 14 20123 – Milano, Italy
Deployment
cloud, web browser
Training Options
community
Countries Served
All Countries
Languages
English, Italian
Users
Private bankers, Financial advisors, Wealth managers, Asset managers, Institutional investors, Financial analysts
Industries Served
Private banking, Wealth management, Asset management, Financial advisory, Institutional investment
Tags
Investigation Management, eXact Suite, Analysis S.p.A

eXact Suite's In-App Market Place

Does eXact Suite have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
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Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), INR (₹), KRW (₩), RUB (₽), MXN (Mex$), SGD (S$), NZD (NZ$)

Pros & Cons

  • Uses Black-Litterman models to provide a scientifically driven edge in asset allocation decisions.
  • Manages and values illiquid, luxury, and liquid assets together, offering comprehensive portfolio aggregation.
  • Sends automated alerts for suitability changes, supporting real-time compliance in advisory services.
  • Produces highly customizable, audit-ready reports suitable for branded high-net-worth client presentations.
  • Built-in compliance features are heavily focused on EU/MiFID standards, limiting global adaptability.
  • Accuracy of “What-If” analyses depends strongly on the quality of integrated external data feeds.
  • Initial setup to match firm-specific workflows can be time-intensive due to modular customization.

eXact Suite's Support Options

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