Evaluate portfolio performance, asset allocation, risk, income, stress tests, and detailed analytics for every fund, ETF, and individual stock.
Compare current and proposed portfolios side by side across performance, asset allocation, risk, income, and stress tests. Clearly demonstrate opportunities for improvement and highlight the strengths of the recommended portfolio.
→ Current vs proposed, at a glanceBlend multiple models within a single account to analyze different portfolio combinations and identify the best fit for each client.
→ The right blend for every clientAnalyze every stock, ETF, and mutual fund with detailed insights into performance, risk, holdings, sector exposure, valuation, income, and other key investment metrics.
→ Every holding, fully explainedA 20-minute live demonstration, starting from a client statement.