AdvisoryWorld Asset Allocation, Portfolio & Investment Analysis and Financial Planning Software  
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 Products & Services
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
Power Optimizer (PC-based)

Sophisticated multi-Asset/multi-security asset allocation and optimization. Create user-defined security databases and portfolios; specify individual security characteristics; run historical or forecasted hypotheticals; optimize portfolio mixes; compare portfolios side-by-side; review detailed time-weighted cash flows. Investment Policy Statement, graphics, tables and reports are FINRA Reviewed.

AdvisoryWorld's Power Optimizer financial software includes asset allocation, portfolio optimization, Hypothetical Illustrations, Investment Policy Statement and Proposal Generation.

Power Optimizer Asset Allocation, Portfolio Optimization, Portfolio & Investment Analysis Software Brochure
Case Study: Using Power Optimizer Asset Allocation, Portfolio Optimization, Portfolio & Investment Analysis Software

Planning functions this product covers.
  • Investment/portfolio/securities analysis
  • Net worth/Cash flow statements
  • Risk management

Contact AdvisoryWorld for More Information including Pricing
800-480-3888 | sales@advisoryworld.com
Minimum Hardware Requirements
  • Pentium II
  • 32 MB Ram
  • 100 MB hard disk space

Minimum Operating System Requirements
  • 32-Bit Windows OS

External Equipment Requirements
  • CD ROM
  • Internet access
 (800) 480-3888 |
Copyright © AdvisoryWorld 2012