Tools designed for informed decision-making
Firm Wealthgrove brings together, in one interface, the tracking, analysis and reporting you need to understand every position in your portfolio and act methodically.
Discover the platformWhat Firm Wealthgrove offers
Each feature addresses a specific step in the decision-making process: observation, risk measurement, scenario comparison and execution tracking.
Consolidated position tracking
Centralise your holdings and track their performance in one 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, stable)
- Data export for your own analysis
- Risk score by position and portfolio
- Volatility and concentration benchmarks
- Configurable threshold alerts
- Ready. Please send the risk labels you’d like rewritten for en-AU.
Risk mapping
Quickly pinpoint the positions with the highest concentration of risk and adjust your allocation before discrepancies accumulate.
Scenario comparison
Test several allocation assumptions side by side to visualise their implications before making a decision.
- Multiple asset allocation simulations
- Comparison of key metrics across scenarios
- Saving configurations for future follow-up
- Please send the notes and annotations you’d like rewritten, and I’ll edit them for fluent, professional Australian English while preserving the original meaning and scope.
How the features fit together
Firm Wealthgrove’s modules follow a simple sequence, 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 to be read quickly
Tables, trend codes and risk labels are organised to put the essential information first, without visual clutter.
Data can be filtered, sorted and exported for integration with your own tracking tools.
