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.
Brokers and Dealers
The Asset Allocation Analyst™ helps you increase your advisors' sales because it:
- Offers a streamlined process that couples comprehensive analysis with speed and efficiency;
- Is very easy to use - generating an effective proposal in as little as 7 clicks;
- Features client data import through back-office integration (where available) minimizing the time required to generate reports;
- Offers numerous powerful analytical statistics to enhance your advisors' prospecting and presentation process;
- Makes your advisor look professional and knowledgeable;
- Seamlessly integrates your recommended/preferred products into the portfolio proposal process.
- Helps guide your advisors in adhering to compliance guidelines.
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.
