Asset Allocation Analyst
- Streamlined process that couples comprehensive analysis with speed and efficiency.
- Client data import through back-office integration minimizes the time required to generate reports.
- Customizable interface and reports at the corporate and/or user level.
- Integrated financial planning and life insurance tools.
The Asset Allocation Analyst is a sales-oriented web application that helps advisors efficiently create investment proposals.
Investment Product Manufacturers
The ideal sales and marketing platform for funds of funds, wrap programs, ETF portfolios and other products.
Over the years the Asset Allocation Analyst has evolved from a tool that helps advisors build appropriate and efficient portfolios into a comprehensive solution that helps advisors manage every element of their clients' wealth. As such, the Asset Allocation Analyst has been rebranded as WealthElements.
For more information about our new web-based suite, please visit www.wealthelements.com
For Canadian financial advisors
WealthElements currently includes the following modules: Asset Allocation Analyst, Net Worth, Cash Flow, Retirement Needs, Education Needs and Life Insurance Needs.
