Solution introduction
A web-based platform that helps wealth managers assess portfolio risk, construct asset allocation policy and create comprehensive client proposals
A web-based platform used by relationship managers and investment advisors in their planning processes to help them assess portfolio risk, construct asset allocation policy and create comprehensive client proposals
The highly configurable SaaS platform incorporate robust analytics, high-quality market data, back-tested models and transparent methodologies to provide a feature-rich environment for advisors to manage client wealth and financial risk.
