Dial in a prospect's longterm goals by building a custom portfolio
Compare a prospect's portfolio to a recommended portfolio
Upload your capital market assumptions and target portfolios
Incorporate institutional grade return and risk data
Show how lower expenses can lead to greater long-term outcomes
Compare a prospect's current exepense ratios with your recommended fee schedule
Visualize compounded savings over time and the impact on portfolio returns
Meet Reg BI and PTE 2020-02 requirements
Pinpoint concentration risk in a prospect's portfolio
Clearly demonstrate why a prospect's portfolio is inefficient
Enable a prospect with data to make beneficial decisions
Analyze both liquid and illiquid investments
Create a step by step proposal that factors in tax
Show specific portfolio changes and allocation recommendations
Use your preferred funds and managers
Highlight tax impact of proposed changes
Leverage out of the box market data or upload your own
Run projection analysis across 25+ asset classes
Understand volatility of a prospect's existing portfolio
Make recommendations based on statistical characteristics
