Outsource Portfolio Analysis Services

Portfolio Analysis Services

Get expert-level portfolio analysis done by our analytics professionals using high-end analytical tools to show your projections that are closest to real trends

Have you set any goals for portfolio selection and management? If you aren't sure whether your portfolio is consistent with the market performance, it's time to outsource portfolio analysis services to Flatworld Solutions. Ours is a cool platform where you could have your portfolio assessed, managed, anytime. We offer round-the-clock customer support to you with everything from surface-level assessment to in-depth analysis based on the past performance to create projections of your portfolio performance.

As a top portfolio analysis service providing company, Flatworld Solutions can help you check asset performance and current allocation because we are simply the best at investment analysis and portfolio management. We have 20 years of experience in managing the portfolio, taxation, liquidity, and more. We use industry benchmarks for analyzing your portfolio so you can make your next move based on real data.

Portfolio Analysis Services We Offer

At FWS, we offer a range of portfolio analysis services made for investors and angel brokers. As a top portfolio analysis company, we also provide advisory support whenever warranted. Using proprietary analytics tools, we streamline portfolio analysis so you can adjust your portfolios dynamically. Our portfolio analysis services include -

  1. Investment Portfolio Analysis

    Investment Portfolio Analysis

    We help you have an edge in client discussions through rich insights to help you choose an investment style and determine the risk diversification methods.

  2. Flexible Reporting

    Flexible Reporting

    Help you track reports instantly by supplementing your team with recurring data modeled into monthly and quarterly reports.

  3. Custom Dashboards

    Custom Dashboards

    Get a custom dashboard with comparable data from the past so you can get a complete picture of the fund performance and also compare peer portfolios to adjust your investment pattern.

  4. Discovering Investing Signals

    Discovering Investing Signals

    There are a few alpha-factor libraries that investors can overlook. With us, you can get insights measured against 500+ investments metrics.

  5. Reading Proprietary Metrics

    Reading Proprietary Metrics

    You can integrate rankings, metrics, and classifications that tell the best investment strategy you can adapt to for maximum penalty-free investment.

  6. Intra-day Portfolio Performance Monitoring

    Intra-day Portfolio Performance Monitoring

    You can ace your investment decisions by adjusting your portfolio by reading the report we supply you with as a template customized for better readability and decision making.

  7. Understanding Market Factors Affecting Investments

    Understanding Market Factors Affecting Investments

    In any investment portfolio, risk exposures can never be written off as they manifest with every surge and dip in the marketing performance. So as part of the security analysis and portfolio management, we will help you understand the market factors affecting investment based on region, industry, and style of investment.

Our Portfolio Analysis Process

Our portfolio analysis services are transparent where the following steps are involved -


01. Preparation

As part of the portfolio analysis services, we prepare in-depth data compiled from market movements


02. Planning

We will devise a portfolio analysis strategy that is suited for your particular investing pattern or style and wait for your approval


03. Portfolio Analysis

We run portfolio analysis through an analytics engine that is chosen specifically for generating the type of reports you need


04. Reporting

We will compile reports that are easy to read and analyze with filters and interactive metrics to give you a broader picture

Other Services You Can Benefit From

Why Should You Outsource Portfolio Analysis Services to Flatworld Solutions?

Flatworld Solutions specializes in portfolio analysis and routinely helps in portfolio optimization. Our portfolio analysis solutions are highly effective in planning your investment in high-performance assets. When you outsource portfolio analysis services to us, you experience the following benefits -

  • Affordable Services

    Our FTE rates are nominal and you have more options to customize the service to get a lower estimate than what is offered by other service providers.

  • Top-notch Infrastructure

    We have a robust infrastructure that is complete with round-the-clock security and access to portfolio analysis tools.

  • ISO Certified Portfolio Analysis Services Providers

    We are an ISO 9001:2015 certified portfolio analysis service provider with a custom workflow that meets or exceeds the ISO standards.

  • Data Integrity

    With us, your data is safe as we are GDPR compliant and take measures to avoid accidental loss of data.

  • High-quality Services

    The quality of services is always made better because we have dedicated teams who scrutinize the data generated by the analytics team.

  • Scalable Portfolio Analysis Services

    We offer scalable portfolio analysis services that are ready to evolve with you on the go.

  • Strict on Deadlines

    We are committed to offering the best portfolio analysis services that you can count on if you are time-crunched.

  • FTE Portfolio Analysis Experts

    We have highly vetted portfolio analysis experts who have years of experience in the process and can work as an extension of your firm.

  • 24/7 Support

    Get in touch with agents in one tap as we have a highly available support channel to help you reach people who can solve your queries.

Client Success Stories

FWS Provided Financial Back Office Support Services

Financial Back Office Support Services

Flatworld's finance and accounting solutions sped up paperwork processing for a Bank Loan Production Office. From loan eligibility to document trail creation, we did it all in record time.

Read more
Case Study on Equity Research Back Office Services

We Provided Equity Research Services to a Client Who Wanted to Invest in Quality Stocks

Flatworld's equity research services became instrumental in identifying listings that showed potential for stable returns amidst market volatility. We helped the client to decide where the investments were likely to grow.

Read more

Outsource Portfolio Analysis Services to Flatworld Solutions

Flatworld Solutions provide a range of financial analysis services. Our team comprises professionals vetted and carefully chosen from Ivy League B-schools from across the world. Based on the type of investment portfolio managed by you, our team can go out of their way to offer you the best services. We also offer advisory support if that's what you need. With 20 years of experience in portfolio analysis services, we can offer you the best services at a nominal cost.

If you are looking for a trustworthy portfolio analysis services service provider, then we are the last stop in your search. Talk to our experts now!

Contact Us


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Flatworld Solutions

116 Village Blvd, Suite 200, Princeton, NJ 08540


Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000

KSS Building, Buhangin Road Cor Olive Street, Davao City 8000