Available from Equisoft
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This sales-oriented, compliance-friendly module helps financial professionals prepare compelling, well-documented proposals and Investment Policy Statements in four easy steps:
1. Review the current asset mix
Determine true, up-to-date portfolio asset class exposure based on the current allocation of underlying funds to help identify potential asset class over/under exposure.
• Current portfolio client data import capabilities
• Configurable asset classes
• Single or multiple accounts setup
• Ability to group accounts by investment objectives
2.Determine the investor profile
Systematically document the approach employed to establish suitability of investment recommendations.
• Fully configurable investor profiling questionnaire
• Customizable number of profiles and model portfolios
• Optional minimum and maximum tactical
3.Build an appropriate portfolio
Streamline the selection of compliance-friendly investment portfolios.
• One or more model portfolios for each investor profile
• User can create and save their own model portfolios
• Flexibility to build custom solutions when required
4.Analyze the portfolio
Document statistical support of portfolio recommendations, while eliminating the need to purchase a separate investment/portfolio analytic tool.
• Over 20 simple and advanced analytic metrics at the portfolio and individual holding levels
• Highly visual and dynamic graphs
• Several hypothetical analysis options