AdvisoryWorld Asset Allocation, Portfolio & Investment Analysis and Financial Planning Software  
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PRODUCTS
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
Optimization - plug-in for ICE (Web-based)

AdvisoryWorld's ICE financial software Portfolio Optimization and Efficient Frontier plug-in enables Wealth Managers, Financial Planners, RIAs and Asset Managers to build and model portfolios by using Modern Portfolio Theory based on Harry Markowitz Nobel Prize winning techniques.

This enhanced optimization plugin uses a hierarchical method to generate efficient portfolios.

Build efficient frontiers to visually display portfolio risk vs. return tradeoffs and comparisons. Solve for Optimal Goal portfolios needed in order to fulfill financial plans.

Functions this product covers.
  • Investment/portfolio/securities analysis
  • Tax Analysis
  • Risk management

Contact AdvisoryWorld for More Information including Pricing
800-480-3888 | sales@advisoryworld.com

Recomended Hardware Requirements (PC Version)
  • Pentium II
  • 128 MB Ram
  • 100 MB hard disk space
  • Screen resolution 800x600(1024x768 recomended)

Minimum Operating System Requirements
  • Windows (Circle version minimum version: 95, 98, 2000, NT 4.0)

External Equipment Requirements
  • CD ROM
  • Internet access