Integrated Tools

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


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.


  • 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.

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.