Visual analysis

• Asset allocation with drill-downs on classes, sectors, styles
• Performance analysis with hypotheticals
• Risk analysis with stress test
• Optimization using a forward model

Review and compare

• Model portfolios using target allocations
• Clients portfolios linked from our partners
• Prospects portfolios

Easy to use

• Elegant user interface with minimum navigation. No training required
• Present to clients using your desktop or tablet
• Integrated PDF editor for custom reports and proposals