FINANCIAL PLANNERS

Combine the Goals Based and Investment Planning features to maximize value to your clients. Manage and monitor client portfolios more efficiently. 

FEATURES

Financial Planning 

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  • Goals Based Planning 

  • Investment Based Planning

  • Portfolio Comparison

Portfolio Construction

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  • Strategic Asset Allocation 

  • Portfolio Optimization               Incorporate Views

  • Unique Proprietary Returns Engine

  • Model Portfolio Customization

Scenario Analysis

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  • Market Scenario Testing

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Risk Analysis

  • Returns / Risk Analysis 

  • Target Alignment Tracking

Product Selection 

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  • Product Information

  • Evaluation Metrics

  • Record Log Book

Client Monitoring

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  • Performance / Risk of Client Portfolios

  • Group Analysis

Find out more about how LUMIQ will enhance your business by contacting us!