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.
View a sample report
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.

Brokers and dealers

Simplified sales process to increase sales.

Individual advisors

Create personalized client proposals in minutes.