at Financial Technnology Year
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Wilshire Atlas
from Wilshire
Performance attribution and analytics platform offering multi-factor analysis, returns-based and holdings-based attribution, risk decomposition, and style analysis for equity, fixed income, and balanced portfolios.
Category:
Performance Attribution Systems
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
Analysis on right >
Performance Attribution Systems analysis
Client Support & Training
(4 Yes /4 Known /6 Possible features)
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1. Response Time SLA
Guaranteed maximum initial response time for support requests.
No information available
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2. User Community
Access to forums or user groups to share best practices.
No information available
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3. Knowledgebase Access
Comprehensive online documentation, FAQ, and tutorials.
Comprehensive online help and knowledgebase are referenced in product support.
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4. Onboarding & Training Programs
Structured onboarding, documentation, and in-person or online training.
Structured onboarding and training, including documentation and webinars, are standard offerings.
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5. 24/7 Technical Support
Round-the-clock support availability for critical issues.
24/7 critical technical support is offered to enterprise clients.
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6. Dedicated Account Management
Each client has a dedicated manager or team for support and relationship management.
Wilshire provides account managers for key clients.
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Integration & Extensibility
(5 Yes /5 Known /6 Possible features)
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Compliance & Regulatory Support
(4 Yes /4 Known /5 Possible features)
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Automation & Workflow Management
(6 Yes /6 Known /6 Possible features)
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Scalability & Performance
(3 Yes /3 Known /7 Possible features)
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User Access and Security
(6 Yes /6 Known /8 Possible features)
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Reporting & Visualization
(6 Yes /6 Known /9 Possible features)
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Accuracy and Calculation Quality
(4 Yes /4 Known /9 Possible features)
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Attribution Methodologies
(11 Yes /11 Known /12 Possible features)
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Data Integration
(8 Yes /8 Known /10 Possible features)
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Publicly available data, summarised using AI.
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