Portfolios to address client goals
Empower advisors with an open architecture, desktop portfolio tool
This robust analytics tool equips advisors with everything they need to create and customize multi-asset portfolios and present their recommendations to clients.
Create and Customize
Present
Client-use proposals to showcase recommendations
Map
Compare models on a risk/return spectrum
Screen and Analyze
Identify investments and sources of risk
Custom implementation options
Flexible features within the tool allow custom implementation for your firm.
Pre-Load Home Office Models
To simplify model adoption across your firm, load your home office models into the Portfolio Analytics Tool so they are readily accessible to advisors.
Your Recommended List as a Screening Option
Customize the tool’s screening mechanism by including your firm’s recommended list as a primary screening option.
User-Based Feature Sets
Turn specific features on/off by user type (e.g., advisor, home office, analyst).
Branded Presentations
Include your firm’s logo on client-use proposals.
Additional features
On top of portfolio construction and analysis, the tool also offers live feeds of market and economic data.
Follow the Capital Markets
Dashboard includes major indexes, plus a watchlist each advisor can customize with his or her matrix to keep an eye on the securities most relevant to their business.
Track the Economy
Follow important economic data and statistics like GDP, employment, housing, federal funds rate, Treasury yields, and more.
Focus on Equities
Track what’s moving in the equity markets including a breakdown by sector and market cap.
Focus on Fixed Income
Monitor fixed income markets with details on bond sectors and credit quality.