top of page

PRIVATE BANKERS
Customize a portfolio strategy to fit your client’s needs, be it an investment based or goals based client. Combine, compare and look at multiple outcomes to decide from. Monitor your client’s preferred choice and keep in constant touch with him as markets move. ​
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
Business Monitoring

-
Generate Client Reports
-
User Dashboard
bottom of page