Easily and accurately review the affect of dividend and capital gain reinvestment, various fee applications and rebalancing rates on the growth of a portfolio or investment with our financial software systems. Users may further adjust settings such as begin and end dates, cash contributions and withdrawals, rebalancing frequency and tax rates to assess back tested outcomes-- giving the wealth manager an ability to effectively compete in a global wealth management world with proper investment anaylsis software.
The application is integrated with several leading portfolio management and CRM applications.