Portfolio Analytics

Deep analysis, persuasive proposals

Advisor
Single user license
$90 monthly, cancel anytime
or $900 one year commitment
Firm
Multi user license
Shared models
Request a quote
Includes
  • Asset allocation analysis
  • Equity sector analysis
  • Equity style analysis
  • 20 years backtest
  • Yield analysis
  • Risk allocation
  • Expenses analysis
  • Correlation calculator
  • Portfolio stress test
  • Portfolio optimization
  • Upload asset history
  • PDF proposal/reports with your logo
  • Excel import/export
  • Partners integrations
  • Tablet application
  • Phone support Mon-Fri
  • Email support 7 days/week