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.

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.