The purchase of an individual Analyst license (PC version only) gives the user access to a complete range of services.

System requirements

Documentation and updates

User Guide and Asset Allocation Concepts Manual
The User Guide contains detailed operating instructions about program management, client file functions, application of each step of the Analyst process to the account(s) and, finally, the application's administrative tools.

The asset allocation Concepts Manual, conceived with the support of Mercer Investment Consulting, covers the hypotheses underpinning benchmark portfolio construction and the asset allocation process used by investment advisors with their clients.

Software Upgrades
In addition to periodic software enhancements, an annual license includes all upgrades and new versions developed during the one-year subscription.

Data Updates
Data contained in the software, such as fund lists, index values, benchmark portfolios and others, are periodically updated at no additional expense to users. These updates are effected monthly, quarterly or when necessary, depending on the data.

Technical Support
An individual license entitles the holder to technical support, which includes support for installation, configuration, printing and general application inquiries.

If you haven't found a solution to your problem, contact our toll-free technical assistance (during regular business hours, Monday to Friday, EST):

By email: Info@assetallocationanalyst.com
By telephone:
           Montreal and suburbs: (514) 989-2095
           Outside Montreal: (866) 790-3141 toll free