Solution introduction
Increase your AUM
Showcase the performance of your recommendations in seconds
Our 'What-if' scenarios allow advisors to tweak or compare a portfolio and show what could have happened. Advisors can use this as a sales tool to upsell new investments for existing clients or pitch for new business from prospective clients.
The tool is intuitive and easy to use. Simply create your base portfolio, and then using the tool, you can add instruments, remove instruments, change the weightage and more, and we’ll show you how the same portfolio would have performed with those slight changes.
