Video - Portfolio Suitability Monitoring With WealthXcel Construct Q&A

Jonathan Wauton
September 8, 2021

Watch the full video of Jonathan Wauton, Chief Commercial Officer and Co-founder of Tiller, explain in detail what WealthXcel Construct is and what it can do for those involved in portfolio management.

Running automated or on-demand, Construct monitors all portfolios for drift against user-defined risk suitability constraints. Construct dynamic approach allows the monitoring against models, mandates, indices or most pretty much anything a portfolio might be constrained to.