Financial Advisors

The Asset Allocation Analyst™ helps you effectively manage your business and ultimately increase 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 directly through your back-office (where available), minimizing the time required to generate reports for your clients and prospects;
  • Offers numerous powerful analytical statistics to enhance your prospecting and presentation process;
  • Enhances your professionalism and credibility, helping you convert prospects to clients;
  • Simplifies adherence to company 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.