SunGard Online Investment Systems

26 Technology Drive
Irvine, CA 92618-2301
United States

Phone: 949-743-6363
Fax: 949-743-6315

Description:
AllocationMaster asset allocation software was developed with a single goal: To help investment advisors provide the best guidance to their clients. AllocationMaster helps advisors work with clients to identify their resources and goals and then choose an asset allocation using the sophisticated techniques of Modern Portfolio Theory. Other AllocationMaster components include Financial Forecasting and Monte Carlo Simulation for analysis of future projections and Implementation for determining the investment product transactions required to achieve the asset allocation plan.