10.08.2017 to 22.08.2017
at P3

Portfolio Design & Analytics Module

This sales-oriented, compliance-friendly module helps financial professionals prepare compelling, well-documented proposals and Investment Policy Statements in four easy steps.

Available separately or as part of Equisoft/analyze for advisors.




1. Review the current asset mix

Determine true, up-to-date portfolio asset class exposure based on the current allocation of underlying funds to help identify potential asset class over/under exposure.

• Current portfolio client data import capabilities
• Configurable asset classes
• Single or multiple accounts setup
• Ability to group accounts by investment objectives

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2. Determine the investor profile

Systematically document the approach employed to establish suitability of investment recommendations.

• Fully configurable investor profiling questionnaire
• Customizable number of profiles and model portfolios
• Optional minimum and maximum tactical
allocation ranges

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3. Build an appropriate portfolio

Streamline the selection of compliance-friendly investment portfolios.

• One or more model portfolios for each investor profile
• User can create and save their own model portfolios
• Flexibility to build custom solutions when required

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4. Analyze the portfolio

Document statistical support of portfolio recommendations, while eliminating the need to purchase a separate investment/portfolio analytic tool.

• Over 20 simple and advanced analytic metrics at the portfolio and individual holding levels
• Highly visual and dynamic graphs (or in table format)
• Several hypothetical analysis options (e.g. timeframe, investment cash flow, auto-rebalancing)

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Got questions or want to request a demo?

Whether you have inquiries about insurance, wealth management or data migration, whether you are around the block or on the other side of the world, please fill in the form and we’ll get back to you promptly.

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Purchase your
Equisoft/analyze for advisors

If you are a financial advisor in the United States or Canada, you can start using Equisoft/analyze for advisors now!
For licenses in other countries, please contact us.