Flexible
Accomodate how you like to assess risks and returns.
Smarter insights. Better outcomes.
Run instant, on-demand analytics 24/7
Access a database of 50,000+ investments
Tailor results and reports to each client
Portfolio analytics designed with your needs in mind
Actionable
Be equipped with new investment ideas to share with clients.
Customizable
Reinforce your value as a portfolio builder.
Is your portfolio ready for shifts in economic policies, tax rates or tariffs?
Stress test how a portfolio could perform under various economic scenarios, such as tax cuts, tariff implementations and more.
Invest with more certainty in uncertain times
Run multiple portfolios at a time through our online analytics to instantly stress test and compare performance under different equity markets, rate environments and future scenarios.
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.
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