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.
Investment Product Manufacturers
Mutual Funds, Segregated Fund, Universal Life, ETFs, SMAs
A private-label version of the Asset Allocation Analyst™ is a proven product positioning strategy that seamlessly integrates your firms's investment solutions into the financial advisor's portfolio proposal process.
Asset Allocation Analyst
is used daily by thousands of financial advisors worldwide
Investment Product Manufacturers
The ideal sales and marketing platform for funds of funds, wrap programs, ETF portfolios and other products.
