Portfolio analytics designed with your 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
View exposures, risk/return drivers, stress tests and scenarios to assess portfolios from different angles.
Get allocation observations and investment ideas to share with clients.
Generate custom, client-ready reports - branded to your practice.
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 Dr. David Kelly's research.
Create customized client ready reports
Customize your report, select the pages you want to include and add your company logo to make it uniquely yours for your next client meeting.
More portfolio construction tools