Integrated Tools

Each of the modules featured below integrate conveniently with the Asset Allocation Analyst™ for a complete end-to-end solution.

Modules:

Asset Allocation Analyst: Investor profile Decision Grid, efficient frontier, model portfolios, favorite assets, custom assets, comprehensive analytics, fund profile sheets.

Financial Planning: Comprehensive integrated planning (including capital gains, all sources of revenue, real estate, optimizations to achieve a desired lifestyle, etc...) or quick tools for retirement projections, education savings needs analysis and insurance needs analysis.

Insurance Needs: Life, disability and critical illness needs analysis.

Insurance Illustrations: Easy-to-understand reports help agents to emphasize up-selling and cross-selling opportunities.

Portfolio Analysis and Optimization: Portfolio side-by-side comparisons, asset search and screening capabilities, optimizations.

Risk Planning: Investor profile Decision Grid, Risk Report incorporating the risk ratings from fund prospectuses.

Investment Policy Statements: Our industry leading Investment Policy Statement module allows advisors to generate a comprehensive IPS within minutes. Whether generating client proposals for prospects or performing quarterly reviews, the Investment Policy Statement modules offers a quick, streamlined solution to help drive sales and manage client relationships. The IPS module includes: Investor profile Decision Grid, asset mix, client/advisor responsibilities, client signature page.

Administrative Forms: Know Your Client (KYC), New Client Application Form (NCAF), Transfer forms.

 Features:

• Configurable by company
• Offers shared data between modules
• Integrated navigation
• Integrated reporting / proposals
• Front/back-office link (where available)
• Multi-lingual: English, French, Spanish, Arabic and more to come
• Automated data-feeds with Fundata, Morningstar, Reuters, eVestments, and more to come
• Comprehensive, actionable usage reporting.