• Investment Analytics

    Investment Analytics

    Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail.

    Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease.

    Key Features:

    • Investment Screening
    • Returns Based Style Analysis
    • Holdings Based Style Analysis
    • Attribution Analysis
    • Fact Sheet Automation

  • Portfolio Modeling

    Portfolio Modeling

    Build and analyze portfolios with institutional-grade financial modeling tools framed within an light-weight user experience.

    Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio with our portfolio modeling and portfolio construction software. Adjust settings such as time horizons, cash flows and benchmarks then review back-tested outcomes in real-time.

    Key Features:

    • Asset Allocation
    • Hypothetical Illustrations
    • Scenario Analysis
    • Stress Testing
    • Multi-Factor Regression
    • Efficient Frontier Optimization
    • Integration with CRM, Portfolio Management & Financial Planning Applications

  • Proposal Generation

    Proposal Generation

    Gather information about a client or prospect including their risk profile, aggregate and analyze their held away assets and then propose suggested asset allocations which satisfy their goals and stay within their risk tolerance.

    AdvisoryWorld’s efficient proposal tool, further incorporates straight-through-processing when integrated with custodial partners; open new accounts in a manner of minutes.

    The investment proposal generation software allows firms to adjust logos & branding, edit disclosures, modify risk profile questionnaires and scoring, store models and set fee structures among dozens of configuration options.

    Key Features:

    • Interactive Risk Profile Questionnaire
    • Goals Analysis with Monte Carlo Simulation
    • ACQUIRE Lead Generation
    • Digital On-boarding
    • Customizable Branding
    • Disclosure Editing
    • Investment Policy Statement

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