Investment ProposalsQuickly and easily generate robust, branded proposals for prospects and clients.
Model BlenderThe Model Blender helps advisors to blend multiple strategies and see the impact of the blend on risk, total return, asset allocation, and yield - enabling advisors to create custom solutions for clients with ease.
RTQCapture client risk tolerance with a mobile-friendly questionnaire, or consider HiddenLevers Elite to customize questions + scoring methodology.
Stress TestingStress test your investment portfolios using over 80 built-in scenarios, or change economic assumptions on the fly to create your own scenarios.
Fee AnalysisAnalyze and compare investment costs and advisory fees of clients and prospects.
Investment Proposals
Modern, Accessible OutputCreate elegant, custom branded investment proposals within seconds that are suitable for non-quants. Compare your recommendation to client or prospect portfolios, and build proposal templates from a variety of analysis modules:
Comprehensive Client WorkflowAdvisors get a streamlined journey taking a prospect or client through risk tolerance, pulling in current holdings + goals for a diagnostic, and building recommendations. With those components in place, advisors can generate a variety of client-facing output:
Prevent Panic SellingAddress client concerns quickly and guide the conversation towards economic events that matter more for their long-term goals. Use up-to-date economic scenarios to stress test stocks, bonds, ETFs, structured products, equity options, and non-traded alternatives. Adjust macro assumptions on the fly to compare the risk + reward of portfolios and models in a thematic upside/downside conversation.
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