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
ScanData (PC-based)

Sorts and reviews over 180 fields of information on asset classes, mutual funds, stocks, variable annuities and closed-end funds. Information includes assets under management, historical performance, ranking among all funds and peer groups, P/E ratios, front-end loads, portfolio holdings and MPT statistics, dividends, P/E and P/B ratios as well as analyst's estimated earnings. Find all funds or securities that meet any set of criteria such as size, time in business, rates of return, beta, and Rsquared. Integrated with other AdvisoryWorld programs for optimization & performance review.

AdvisoryWorld's ScanData financial software Investment Analysis enables Wealth Managers, Financial Planners, RIAs and Asset Managers to screen for and analyze investments. Mutual Fund Research Screener, Stock Research Screener, Bond Research Screener, ETF Research Screener, Variable Annuity Research Screener, Hedge Fund Research Screener and Index Research Screener available.

Planning functions this product covers.
  • Investment/portfolio/securities analysis

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