Build and optimize model portfolios. Compare various investment strategies. Evaluate your client’s preferred strategy and track how much it deviates from your initial model portfolio

FEATURES

Portfolio Construction

• Strategic Asset Allocation 

• Portfolio Optimization               - Incorporate Views

• Unique Proprietary Returns Engine

• Model Portfolio Customization

Risk Analysis

• Returns / Risk Analysis 

• Target Alignment Tracking

Product Selection 

• Product Performance

• Evaluation Metrics

Business Monitoring

• Generate Client Reports

• User Dashboard