DBS launches portfolio advisory tool to manage investments

It generates an assessment of a client’s portfolio in less than five minutes.

DBS Private Bank (PB) and Treasures Private Client (TPC) have launched the Portfolio Advisory Enablement Tool (PAET) for reviewing and regulating their investments, DBS said in a press release.

With PAET, DBS’ relationship managers’ can perform in-depth assessments of a client’s portfolio performance and risk exposures. A report can be generated in less than five minutes, or one-fifth of the time it usually takes to compile an equivalent report manually.

It can also benchmark the client’s investments against their risk appetite and aims, provide portfolio and market performance, and show full risk exposures and asset allocation.

DBS has progressively implemented the analysis tool since 2019. It was co-developed by DBS and wealth technology provider EdgeLab.

The bank is now moving on to phase two of PAET development, which will see relations managers’ equipped with the ability to simulate investments into existing portfolios so clients can view their potential value-add, as well as propose and construct new client portfolios.