Solution introduction
Advisors need to find new ways to attract, win and serve clients—more effectively and more efficiently—than ever before
Available for financial professionals, the WisdomTree Digital Portfolio Developer ("DPD") is an innovative digital technology that combines your portfolio with our perspective to help you build your best solutions
Able to analyze more than 20,000 funds at the holding level, this ground-breaking technology uses deep data analytics to evaluate the existing portfolios in order to provide solutions designed for financial professionals.
- Optimize portfolios to seek specific outcomes, such as solving for income, reducing volatility, increasing perfomance potential or minimizing fees
- Analyze exposures by geography, market cap, asset class and/or sectors to determine underlying risks and identify opportunities for improvements
- Compare results to see how the proposed portfolio stacks up to the existing— based on performance, income and more.
- Dig deep into factor loadings to uncover which factors—including value, quality and size—are driving portfolio returns
- Stress-test portfolios against a variety of hypothetical market scenarios and investment environments
