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Asset
Allocation Analyst
75 Queen Street, Suite 1100
Montréal [Québec] H3C 2N6
Phone: (866) 790-3141
Email: info@assetallocationanalyst.com
Website: www.assetallocationanalyst.com
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| Asset Allocation Analyst™,
a PC software design by Equisoft, will help you take advantage
of exclusive information and research, in order to efficiently
manage your client portfolios within the highest industry standards.
Asset Allocation Analyst™ is one of the best software packages
for financial advisors because of its practice compliance, the
Investor Decision Grid™ and Investment policy statement
features. Also, it allows data import with links to the major
back office systems in the market. Asset Allocation Analyst™
is a powerful application because of this functionality: Correlation
Analysis, Efficient Frontier, Professional-quality PDF reports,
Net asset, Need Analysis, Objectives, Benchmark, Customized
asset mix recommendation and the ability to rebalance the portfolio.
A customizable Web version is also available for enterprises. |
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Efficient Solutions
Inc.
311 Ned's Mountain Road
Ridgefield, CT 06877
Phone: (203) 744-4023
Email: info@effisols.com
Website: www.effisols.com
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Efficient
Solutions
Inc.
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| Efficient Solutions is dedicated
to bringing you innovative portfolio optimization, asset allocation
and retirement software at an affordable price. Our products
are designed for both investment professionals and sophisticated
personal investors. VisualMvo is a single-period mean-variance
optimizer which enables you to construct the Efficient. MvoPlus
allows you to build Constant Ratio Asset Allocation (CRAAL)
strategies with the potential to out-perform all of the constituent
assets in your portfolio.The program also functions as a conventional
single period optimizer, or as a back-tester and optimizer of
historical data. MCRetire is a Monte Carlo retirement simulator
which takes into account the fluctuations on your investment. |
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Dynaporte
Burlington Hall Asset Management, Inc.
37 Farview Drive
Hackettstown, New Jersey 07840
Phone: (908) 637-8694
Email: info@dynaporte.com
Website: www.dynaporte.com
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| DynaPorte is a revolutionary
method for developing, testing and implementing dynamic asset
allocation models. These models are considered dynamic because
they instruct how to change your portfolio allocations over
time. Factor models are constructed that control asset allocation
changes for all investments simultaneously. The impact of transaction
costs and any borrowing to leverage the portfolio are included
in the portfolio optimization model. Dynamic Portfolio Optimization
results from changing allocations to each investment to avoid
the worst losing months and target the highest gain months.
Based on newly-devised, remarkably-effective technology, DynaPorte
provides you with the tools for navigating your investment portfolio
into the future. |
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Financial Tapestry
64 E. Uwchlan Ave. #268
Exton, PA 19341
Phone: (888) 427-1550
Email: support@fintap.com
Website: www.fintap.com
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| SAGE (Simplified Allocation
Generating Engine) is a web-based client profiling and proposal
generation system. It is designed to empower financial professionals
to quickly and easily assess a client's risk tolerance; perform
goal-based, Monte Carlo simulation analysis; determine an appropriate
asset mix and generate a customized proposal with a tailored
investment policy statement. Quick
Proposal empowers a Financial Advisor to input an asset allocation
and rapidly generate an NASD compliant proposal describing the
historical performance and risk characteristics of that allocation.
Any two portfolios can be evaluated simultaneously, useful in
comparing a prospects existing portfolio with a suggested allocation.
Quick Proposal includes many different asset classes and investment
styles, providing a historical perspective over a time frame
greater than 30 years. |
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Frontier AllocationMaster
Sungard Online Investment
Systems
26 Technology Drive
Irvine, CA 92618
Phone: (949) 743-6363
Email: frontier@sungard.com
Website: Frontier
AllocationMaster
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| Frontier AllocationMaster is
America's #1 asset allocation software. Frontier AllocationMaster
helps you work with clients to identify and quantify their financial
goals and resources. Client Profiling takes into account the
client's current portfolio, their risk tolerance and their projected
cash flows. Portfolio Optimization computes the optimal combination
of asset classes that maximize return at each risk level. A
complete analysis of future projections can be made with the
Financial Forecasting and Monte Carlo Simulation components
of AllocationMaster. After an allocation has been determined,
designate the investment product transactions that will be required
to achieve the asset allocation plan with the Implementation
module. |
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G-Sphere
Gravity Investments
150 Palmer Drive
Fort Collins CO 80525
Phone: (970) 472-8489
Email: sales@gravityinvestments.com
Website: www.gravityinvestments.com
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| Diversification is the best way
to control risk and the G-Sphere makes diversification and diversification
analysis easy. G-Sphere is a visual holistic system of portfolio
management rooted in diversification. Diversification is displayed
in 3D as symmetry equating portfolio balance to physical balance.
Meanwhile the optimal asset allocation is obtained. G-Sphere
creates one single globally-efficient portfolio, eliminating
guesswork and determining the equilibrium of diversification,
risk and return. The G-Sphere is a must have for Investment
Advisors, hedge fund managers, portfolio managers and sophisticated
private investors seeking to create or present a balanced portfolio.
G-Sphere is the superior asset allocation method for any absolute
return investor. |
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OpenLink
Corporate Headquarters
1502 RexCorp Plaza
15th Floor - West Tower
Uniondale, NY 11556
Phone: (516) 227-6600
Email: info@olf.com
Website: www.olf.com
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| OpenLink is a leading provider
of cross-asset trading, risk management and operations processing
solutions. Our Next Generation eXtensible (NGX) platform supports
the most rigorous business requirements of firms trading in
energy, interest rate derivatives, fixed income securities,
foreign exchange, money markets, metals, and soft commodities.
Findur, OpenLink’s financial markets product is relied
upon daily to support the trading activities at some of the
world’s leading financial institutions, central banks,
regional banks, hedge funds, pension funds, commercial banks,
insurance companies, corporations, and energy marketers. Findur
is OpenLink's fully integrated financial market solution that
offers a straight-through-processing environment that supports
the entire transaction management life-cycle covering a comprehensive
list of instruments. This list includes very basic to the most
complex money markets, fixed income, foreign exchange, derivatives,
structured products, metals, and energy. Enhanced and designed
with the end-user in mind, Findur is accurate, instantaneous,
scalable, integrated, configurable, and future-proofed. Headquartered
in Long Island, New York, and with offices in London, Houston,
New York City, Berlin, Vienna, Sydney, and São Paulo
OpenLink employs more than 500 professionals worldwide. |
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PerTrac
Strategic Financial Solutions
2611 S. Mendenhall, Suite 200
Memphis, TN 38115
Phone: (901) 888-7500
Email: sales@pertrac.com
Website: www.pertrac.com
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| PerTrac's full suite of services
allows staffs to operate at maximum capacity while simultaneously
reducing the overlapping costs of multiple software programs.
Data is readily available from a wide variety of outside sources
on a wealth of investment vehicles, including hedge funds, CTAs,
mutual funds and separately managed accounts. PerTrac offers
comprehensive information management capabilities that can be
customized and searched based on almost unlimited criteria.
The software also rapidly calculates over 900 investment statistics
and provides manager searches, portfolio construction, optimization,
style, peer group and statistical analysis, Monte Carlo simulation,
and wealth and retirement planning tools. |
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PORTAX
Windermere Investment Associates
121 SW Morrison, Suite 925
Portland OR 97204
Phone: (503) 228-3941
Email: info@windinvest.com
Website: www.windinvest.com
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Portax
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| PORTAX is a Windows-based after-tax
asset allocation software program that optimizes portfolio composition
using multi-period mean-variance analysis from Modern Portfolio
Theory. PORTAX allows consultants and managers to perform tax-aware
asset allocation analyses for their clients. Most optimizers
based on Modern Portfolio Theory operate without consideration
of taxes, ignoring an investor's unique tax status and assuming
a single-period investment horizon. This manner of pre-tax optimization
results in portfolios that, although optimal in a world with
no taxes, are highly tax-inefficient and sub optimal for taxable
clients. |
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