Easily and accurately review the affect of dividend and capital gain reinvestment, various fee applications and rebalancing rates on the growth of a portfolio or investment. Users may further adjust settings such as begin and end dates, cash contributions and withdrawals, rebalancing frequency and tax rates to assess back tested outcomes.

Click Here for a Free SCANalytics Trial

Analyze Macro Allocation, Asset Allocation, Hypothetical Historical Performance, Risk Analysis (Standard Deviation, Sharpe, Beta, Alpha), Best and Worse Period Performance, Equity Metrics (e.g. Average P/E, Average P/B), Fixed Income Metrics (e.g. Average Coupon, Average Duration), 12 Month Yield, Average Expense, Top 10 Country Allocation, Top 10 Sector Allocation, Top 10 Equity Overlap (e.g. "these 3 funds all hold MSFT"), Standardized Returns (FINRA Required) and more.Analyze Macro Allocation, Asset Allocation, Hypothetical Historical Performance, Risk Analysis (Standard Deviation, Sharpe, Beta, Alpha), Best and Worse Period Performance, Equity Metrics (e.g. Average P/E, Average P/B), Fixed Income Metrics (e.g. Average Coupon, Average Duration), 12 Month Yield, Average Expense, Top 10 Country Allocation, Top 10 Sector Allocation, Top 10 Equity Overlap (e.g. "these 3 funds all hold MSFT"), Standardized Returns (FINRA Required) and more.

Hypothetical Illustrations Made Easy

Importing Excel Portfolios

Analyzing Portfolio Correlation

AdvisoryWorld SCANalytics User Manual v2

The application features Returns Based Style Analysis and analyzes forward looking cash flows with Monte Carlo simulation. The application's Portfolio Optimization routine enables advisors to build efficient portfolios consisting of up to 1,000 benchmarks or individual investments.

Firm Administrators may pre-load Model Allocations into the application and their reps can access these models and generate Hypothetical, HoldingScan, CompariScan or Detailed Analytics reports for analytical and comparison purposes.

The application is integrated with several leading Portfolio Management and CRM applications. For example, users may import all client account information and holdings directly from Albridge and Orion using Web Services or LPL BranchNet via CSV files. Once imported, users may modify allocations, run hypothetical illustrations and compare portfolios side-by-side, performance-wise.

DATA Coverage (daily updates)

Indices, Mutual Funds, Stocks, ETFs, Closed End Funds, Separate Account Managers, Variable Annuities and Individual Bonds

Click Here for a Free SCANalytics Trial