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Investments- Asset Allocation,
Optimization
ASI Portfolio Rebalancing Solution From ASI: Advisor Software’s solutions provide an intelligent workflow that is geared around industry leading wealth management and investment planning strategies. Built upon these strategies, our applications help advisors better demonstrate the benefits of selected investment products and diversification strategies. As a result, independent RIAs can shorten the sales cycle, convert more prospects into clients and deliver a consistent level of quality advice.
Crystal Ball software is a spreadsheet-based software suite for predictive modeling, forecasting, Monte Carlo simulation and optimization.
From eA website: eALLOCATOR was developed by Joel
Javer, CLU, CFP®,
From GS website: Advisors Worldwide can use Gsphere to build AUM, construct better portfolios, educate clients
and generate compelling recommendations. Gsphere Pro is our desktop application, complete with everything you need
to successfully create portfolios and present to clients.
From ORC website: The Otar Retirement Calculator calculates an individual's retirement asset values based on market history since 1900. What makes it different from other retirement calculators is that it does not require an assumed average portfolio growth rate, average inflation or any Monte Carlo simulation. Unlike other models, ORC doesn't predict future outcomes, it presents a range of outcomes based on historical market data applied to a specific case. Instead of presenting a "forecast" of a client's future financial picture based on your assumptions, ORC presents an "aftcast" of client's potential outcomes based on actual market history.
PerTrac has a number of products for investors, money managers, hedge funds, funds of funds, and consultants and service providers. From PT website: The PerTrac Analytical Platform, the flagship product, offers the most complete array of statistical measurements available, combined with portfolio construction, optimization, efficient frontier, peer and style analysis, retirement planning and Monte Carlo simulation capabilities. Once the analysis is complete, users can quickly create and generate an almost endless variety of reports, graphs and marketing materials which easily interface with an array of Microsoft programs, including Word, Excel and PowerPoint. Investment data is readily available in PerTrac format from a wide variety of outside sources on a wealth of investment vehicles, including hedge funds, CTAs, mutual funds and separately managed accounts.
From Q's website: QRP and QPPare portfolio planning tools that assist in the planning for asset allocation and the future income draws that can be supported. They combine Monte Carlo simulation with a range of sophisticated analytics to help develop the right portfolio for the investor. Many asset allocation tools look at historical behavior of the portfolio, QRP and QPP are forward-looking allocation tools.
Portfolio allocation, optimization and risk software.
Zephyr's StyleADVISOR is the investment industry's most comprehensive performance analysis software. When
introduced in 1992, the program was the first commercially available software to implement returns-based
style analysis.
AllocationADVISOR is Zephyr's comprehensive asset allocation, optimization, and portfolio
simulation software. AllocationADVISOR is included with all StyleADVISOR software licenses, but can
be purchased on a standalone basis as well.
Tamarac
Portfolio rebalancing software for firms using Schwab Portfolio Center.
From NMS website: TradeWarrior is portfolio rebalancing software for independent financial advisors. Our approach to our software is to simplify your life and ours. With this in mind, TradeWarrior provides financial advisors with a thoughtful balance of functionality and price. TradeWarrior is built with the most powerful and current software technology, and will be available as both a FinFolio plugin and as a stand-alone rebalancing engine, supporting most major portfolio management systems. |
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