URL: /baas/corex/features/sct13-asset-management

---
title: "SCT13 - Financial Asset Management"
description: "Tools for managing various financial assets and investments"
---

# SCT13 - Financial Asset Management

Tools for managing various financial assets and investments, including portfolio management, tracking, and analytics.

## Overview

This capability provides tools for managing financial assets beyond traditional banking, including investment portfolios, securities, and alternative assets.

## Features

| Feature | Description |
|---------|-------------|
| **Portfolio Management** | Manage asset portfolios |
| **Investment Tracking** | Track investment performance |
| **Risk Assessment** | Portfolio risk analysis |
| **Performance Analytics** | Returns and performance metrics |
| **Asset Allocation** | Optimization tools |

## Asset Types Supported

| Asset Type | Description |
|------------|-------------|
| **Equities** | Stocks and shares |
| **Fixed Income** | Bonds and securities |
| **Funds** | Mutual funds, ETFs |
| **Alternative** | Real estate, commodities |
| **Digital Assets** | Cryptocurrencies (where permitted) |
| **Structured Products** | Complex financial instruments |

## Configuration Options

| Level | Features | Assets |
|-------|----------|--------|
| **Basic** | Simple tracking | Limited asset types |
| **Standard** | Comprehensive management | Standard assets |
| **Advanced** | Sophisticated tools | All asset classes |

## Portfolio Management Features

### Portfolio Overview
- Total portfolio value
- Asset allocation breakdown
- Performance summary
- Risk metrics

### Position Management
- Buy/sell orders
- Position sizing
- Rebalancing tools
- Stop-loss management

### Reporting
- Performance reports
- Tax reports
- Regulatory reports
- Custom reports

## Investment Workflow

```mermaid
flowchart TD
    A[Investment Goal] --> B[Risk Assessment]
    B --> C[Asset Allocation]
    C --> D[Portfolio Construction]
    D --> E[Order Execution]
    E --> F[Position Monitoring]
    F --> G[Performance Review]
    G --> H{Rebalance?}
    H -->|Yes| C
    H -->|No| F
```

## Risk Management

| Feature | Description |
|---------|-------------|
| **VaR** | Value at Risk calculations |
| **Stress Testing** | Scenario analysis |
| **Concentration Limits** | Position limits |
| **Volatility Tracking** | Portfolio volatility |
| **Correlation Analysis** | Asset correlations |

## Integration with Other Capabilities

| Capability | Integration |
|------------|-------------|
| **SCT03 - Country** | Available assets per jurisdiction |
| **SCT06 - Decision Support** | Investment analytics |
| **SCT09 - Multi-Currency** | Multi-currency portfolios |
| **SCT11 - Compliance** | Investment compliance |

## Subscription Tier Availability

| Tier | Configuration Level |
|------|---------------------|
| Starter | Not included |
| Professional | Not included |
| Enterprise | Standard |
| Custom | Configurable |