Portfolio analytics designed with your clients’ needs in mind
- Get an unbiased evaluation to confirm or rethink portfolio positioning
- Turn "what if" into "what to do" with action-oriented stress tests
- Compare multiple portfolios at one time to see the impact of changes before making them
Only available for advisers with a valid Australian AFSL licence
Stress test portfolios and assess future scenarios
Invest with more certainty in uncertain times. Run your portfolios through our online analytics to instantly stress test and compare performance under different equity markets, rate environments or future scenarios based on J.P. Morgan Asset Management’s in-house research.
Create customised client ready reports
With the flexibility to customise your reports and adding your company logo, you have the ability to create a report that is uniquely yours for your client meeting.
Benefits of Adviser portal and Portfolio Analysis Tool
We are upgrading our online experience by introducing a dedicated adviser login portal providing access to a range of tools and a customised experience.
- Portfolio Analysis: Instant portfolio analytics, side-by-side portfolio comparisons, historic stress tests, future scenarios and insights
- Create your own Guide to the Markets deck
- Exclusive access to thought leadership such as Eye on the Market and Long-Term Capital Market Assumptions
- Tag your favourite fund and insights
- All at no cost