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.
Combine the Goals Based and Investment Planning features to maximize value to your clients. Share the various scenario analysis outcomes and build trust. Manage and monitor more client portfolios more efficiently.
Construct and optimise model portfolios based on various parameters. Compare the various investment strategies. Evaluate a client’s preferred strategy and track how much it deviates from your initial model portfolio.