Manager Investor

Create a Custom proposal tool that automatically incorporates your funds or strategies into investor accounts using objective assumptions and enables your team and visitors to help investors make the right allocation decisions using your products.
portfolio analytics

What do you want to achieve?

Select which options you want help solving


Features

Whether you want to implement your own digital advisors platform, provide
recommendations, get compliant on diversification and process documentation,
or just create better portfolios; we got you covered:

Features

Whether you want to implement your own digital advisors platform, provide recommendations, get compliant on diversification and process documentation, or just create better portfolios; we got you covered:

  • Asset Allocation
  • Re-Optimization
  • Portfolio Comparisons
  • Optimization
  • Backtesting
  • Constraints
  • 3D Visualization
  • Diversification Analytics
  • The Policy Tree