Tools designed for informed decision-making
Deft Meritonace brings together the tracking, analysis and reporting you need in a single interface, helping you understand every position in your portfolio and act methodically.
Discover the platformWhat Deft Meritonace offers
Each feature addresses a specific stage of the decision-making process: observation, risk measurement, scenario comparison and execution tracking.
Consolidated position tracking
Centralise your holdings and track their performance in a single, continuously updated table, without having to juggle multiple sources.
- Consolidated view across multiple accounts and asset classes
- Change history for customisable periods
- Clear trend indicators (up, down or stable)
- Data export for your own analyses
- Risk score by position and portfolio
- Volatility and concentration benchmarks
- Configurable threshold alerts
- Please provide the risk labels you’d like rewritten for GB English.
Risk mapping
Quickly identify the positions with the highest concentration of risk and adjust your allocation before discrepancies accumulate.
Scenario comparison
Test several allocation hypotheses side by side to visualise their implications before making any decision.
- Simulating multiple asset allocations
- Comparison of key metrics across scenarios
- Saving configurations to follow up later
- Please provide the notes and annotations you’d like rewritten, and I’ll edit them into fluent, natural British English while preserving the original meaning and scope.
How the features fit together
Deft Meritonace's modules follow a simple structure, from the initial assessment through to tracking over time.
Observe
Bring your positions together in a consolidated view and identify significant discrepancies.
Analyze
Assess the risk and performance of each line using the available indicators.
Adjust
Compare alternative scenarios and track the impact of your decisions over time.
An interface designed for quick reading
Tables, trend codes and risk labels are organised so the essential information comes first, without visual clutter.
Data can be filtered, sorted and exported for integration with your own tracking tools.
