PRODUCTS
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ICE (web) Professional version
A web enabled application incorporating our popular Power Optimizer program along with revolutionary new portfolio modeling and financial planning features 
ICE Plug-In Optimization (web)
Asset & Security Quadratic Optimizer with Multi-Level resampling. Find portfolios on the Efficient Frontier
ICE Plug-In Monte Carlo Simulation (web)
Review the probability of achieving financial goals
ICE Plug-In Security Analysis (web)
A web enabled application incorporating our popular Analytics and ScanData programs providing security review based on selected criteria coupled with Style and Factor analysis (In development)
SCANalytics
Power Optimizer (PC)
Advanced multi-asset portfolio modeling & optimization
Power Plus (PC)
Save Money with this great Package.
Ramcap (PC)
Easy to Use multi-asset portfolio modeling & optimization
Ramcap Plus (PC)
Value-added package
Analytics (PC only)
Performance measurement, risk analysis, style and factor analysis, quantitative analysis of indices, securities and portfolios.
ScanData (PC)
Scan, Search & Sort Security Information
Databases (web/PC)
Asset Class, Mutual Funds, Stocks, Variable Annuities, and Closed End Funds
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Integrated Capital Engine "ICE" (Web-based)
AdvisoryWorld's web-based ICE Application features Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations and Financial Planning Software.
The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier (available as a plug-in) as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation. The application's asset allocation software and wealth management solutions offer financial planners and investment advisors alike the financial tools necessary to build model portfolios.
ICE's FINRA reviewed report options include an investment policy statement, goals and risk based proposal, risk tolerance questionnaire, fund fact sheets and more.
Click Here for Sample Reports
ICE is integrated with several leading portfolio management software and advisor CRM software partners such as Albridge Solutions, LPL BranchNet, dbCAMS, Advisors Assistant, Schwab Portfolio Center and more.
The application's a database consists of Mutual Fund Data & Research, Stock Data & Research, ETF Data & Research, Variable Annuity Data & Research, Hedge Fund Data & Research and Index Data & Research from Morningstar, Lipper and Zacks Investment Research
ICE: Portfolio and Investment Analysis Software Brochure
Portfolio and Investment Analysis Software Client Testimonials
About Morningstar Separate Account Data
Planning functions this product covers:
- College/education funding
- Investment/portfolio/securities analysis
- Net worth/Cash flow statements
- Portfolio Management
- Retirement/pension planning
- Risk management
Contact AdvisoryWorld for Pricing Information
800-480-3888 | sales@advisoryworld.com
Recommended Hardware Requirements
- Pentium II
- 128 Mb Ram
- 250 MB hard disk space
- Screen resolution 800x600(1024x768 recomended)
Minimum Operating System Requirements
- Windows (Circle version minimum version: 95, 98, 2000, NT 4.0)
- Internet Explorer 5.0+
- Java support
External Equipment Requirements
Demo
Plug-in products:
New plug-ins for optimization, Monte Carlo simulation, asset & security wizards, style analysis and security analysis, portfolio tracking and performance reporting.
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