Portfolio Analytics

Allocation, risk and return
Proposal generation
Model portfolios

Advisor
Single user license
$120/month
Firm
Multi user license
Shared models
Includes
  • Asset allocation analysis
  • Equity sector analysis
  • Equity style analysis
  • 25 years backtest
  • Yield/income analysis
  • Risk allocation
  • Expenses analysis
  • Correlation calculator
  • Portfolio stress test
  • Portfolio optimization
  • Upload asset history
  • Upload model portfolio history
  • Branded PDF proposal/reports
  • Excel import/export
  • Partners integrations
  • SMA support (optional, $75/m)
  • Phone support Mon-Fri
  • Email support 7 days/week
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