Solution introduction
Analyse, Propose Compare. One connected advisor workflow
The Advisor Workflow aims to reduce the need to rebuild the same portfolio work across multiple platforms, while keeping investment judgement and the final recommendation firmly with the advisor
Advanced analytics
Review allocation, concentration, performance, risk and portfolio exposures before a client or prospect conversation.
Advisor-created model portfolios
Create, manage, compare and reuse the firm's model portfolios
Portfolio and model comparison
Compare a client or prospect portfolio directly with the model selected by the advisor. Review differences across allocation, drift, exposure, drawdown and other supported metrics to provide evidence for the investment conversation.
Editable client proposals
Turn completed portfolio analysis and model comparisons into professional fully editable investment proposals without starting again in a separate tool. Export completed proposals to PDF or an editable Word document.
