Solution introduction
360-Portfolio® is an investment portfolio simulator that generates optimal asset allocation and facilitates hands-on portfolio construction where you can maximize engagement and eliminate uninformed decisions
Auto-Configure Investment Plans
Get straight into business with pure investment or investment-linked insurance portfolios optimally configured-to-go
Re-Balance/ Re-Calibrate Portfolios
Generate re-balancing options for under/over-risked portfolios or re-calibrate when customer changes goals or risk level
Train From Unbiased State
Use insights of your distributors’ preferences as they adjust the optimizer’s suggestions to train the baseline model
API-First Anytime
Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory
