Finalyca is indispensable to wealth and relationship managers because of the comprehensive analytics it provides.

With the Overlap Report feature, you can see what stocks overlap between your favorite PMSs, AIFs, ULIPs, and mutual funds. You can get detailed insights into:
The number of common and uncommon stocks
Trailing returns of both funds
Risk analysis
And much more.

If there is too much overlap, then it is a good idea to avoid the fund. With this level of insight, you can rest assured that you are making the best decisions for your clients.

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