The Asset Allocation Analyst (AAA) Advantage

  • Leading-edge user interface tailored to your needs (white-label branding available);
  • Portfolio construction, monitoring and rebalancing combined in a single easy-to-use solution;
  • Integrated optional calculators available (net worth, cashflow, retirement planning, RESP and insurance needs);
  • Best-in-class custom reports allow the individual advisor to upload a corporate logo, advisor photo and more;
  • Customizable Investor Profile Decision Grid;
  • Risk / Return and Efficient Frontier mapping;
  • Permits the showcasing of a targeted universe of investment products;
  • Numerous powerful analytical statistics* to enhance the prospecting and presentation process;
  • Aggregation of multiple data feeds - AAA is currently configured for investment product data feeds (mutual funds, equities, ETF's, SMA's, hedge funds) from Fundata, Morningstar Global, Thompson Reuters and eVestment. Other data feeds can be configured upon request.
  • Client data import through back-office integration (where available) minimizes the time required to generate reports;
  • Relevant and appropriate worldwide - AAA is currently available in English, French, Spanish and Arabic and can be configured for any other language.
  • Proven, trusted supplier and high-quality support partner (system expertise, understanding of advisor needs and fund positioning/marketing expertise).

* System analytics include:

  • Compound annual rates of return
  • Cumulative return
  • Calendar year return
  • Standard deviation
  • Frequency and magnitude of positive and negative periods
  • Correlation
  • Upside and downside capture ratios
  • R-Squared
  • Alpha
  • Beta
  • Sharpe Ratio
  • Treynor Ratio
  • Sortino Ratio
  • Tracking error
  • Monte Carlo simualtion (coming soon)

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.