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Investments- Allocation & Optimization Software [9]
Crystal Ball software is a spreadsheet-based software suite for predictive modeling, forecasting, Monte Carlo simulation and optimization.
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. Otar Retirement Calculator 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.
The pursuit of alpha is leading many investors toward highly diversified portfolios that may include alternative funds, long-only funds, funds of funds, CTAs and more. Constructing and maintaining portfolios that can generate robust returns at varying levels of risk often requires frequent rebalancing and course correction. In this environment, asset managers of all types and sizes need advanced allocation tools to select investments from multiple databases, create composite portfolios, build pro forma tables and optimize all along the way.
PerTrac provides sophisticated analytics, reporting and communications software and services for investment professionals, including pensions, family offices, hedge funds, long-only managers, endowments, sovereign wealth funds, funds of funds and industry service providers. More than 1,400 organizations in 50 countries rely on PerTrac software solutions to help them maximize returns, reduce risk and operate more efficiently.
From K website: Kwanti helps financial advisors
build, test and present portfolios to their clients. Our product Portfolio Lab is a streamlined platform with
interactive superior visuals, ideal for portfolio research and client acquisition. Visit kwanti.com for instant free trial (no software to install).
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.
617-864-5548
Windham offers a complete portfolio optimization and risk management platform, the Windham Portfolio Advisor®, that integrates acclaimed independent research in a unified suite of applications for institutions and wealth advisors. Intuitive workflow allows you to perform complex analysis quickly and easily. Our experienced client services team provides support throughout all stages of implementation to help you integrate the latest portfolio construction innovations into your investment process. |
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