top of page

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

-
Goals Based Planning
-
Investment Based Planning
-
Portfolio Comparison
Portfolio Construction

-
Strategic Asset Allocation
-
Portfolio Optimization - Incorporate Views
-
Unique Proprietary Returns Engine
-
Model Portfolio Customization
Scenario Analysis

-
Market Scenario Testing

Risk Analysis
-
Returns / Risk Analysis
-
Target Alignment Tracking
Product Selection

-
Product Information
-
Evaluation Metrics
-
Record Log Book
Client Monitoring

-
Performance / Risk of Client Portfolios
-
Group Analysis
bottom of page