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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
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Investment Based Planning
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Portfolio Comparison
Portfolio Construction
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Strategic Asset Allocation
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Portfolio Optimization - Incorporate Views
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Unique Proprietary Returns Engine
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Model Portfolio Customization
Scenario Analysis
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Market Scenario Testing
Risk Analysis
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Returns / Risk Analysis
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Target Alignment Tracking
Product Selection
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Product Information
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Evaluation Metrics
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Record Log Book
Client Monitoring
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Performance / Risk of Client Portfolios
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Group Analysis
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