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Adhesion Wealth Advisor Solutions Inc.
5935 Carnegie Blvd
Charlotte, NC 28209
Phone: (888) 295-8351
Website: www.adhesionWealth.com
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| Adhesion has been delivering wealth advisor solutions since 1999. Its WealthADV platform is a comprehensive managed investing service, providing complete Unified Managed Account, client reporting and back office solutions to RIAs to help them stay at the forefront of the market and grow successful practices. |
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AllocationMaster
Sungard Online Investment
Systems
26 Technology Drive
Irvine, CA 92618
Phone: (949) 743-6363
Email: frontier@sungard.com
Website: www.allocationmaster.com
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| AllocationMaster asset allocation software will set you apart. It provides all of the capabilities you need to handle the client's most basic needs and, at the same time, deal with the most complex high net worth portfolios. AllocationMaster was first program to fully-integrate tax analysis into the portfolio optimization algorithm. It was the first to combine asset allocation and financial forecasting in one easy-to-use program. It introduced Product Implementation within asset allocation software. And, recently, the innovative AssetFinder™ Asset Classification Software was added to AllocationMaster. AllocationMaster helps more than 20,000 investment advisors at hundreds of major financial services companies determine the portfolio design for millions of clients. |
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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 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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Floodlight
Email: ussales@floodlightinvesting.com
Website: http://www.floodlightinvesting.com
Floodlight is a web-based application that helps financial advisers construct, analyse and invest a customised portfolio that meets the needs of their clients. It uses a strategic asset allocation, tailored to a client's risk tolerance and investing goals, to guide the portfolio construction process. The process is made of a number of modules, which each take a different view of the investment portfolio, and range from analysis of user needs; understanding the impact of time, leverage and withdrawals; to deep insight investigations such as customised scenario analysis, advanced risk and volatility modelling and factor regression analysis. The ability to map the allocation through investing templates to get actual market products enables the portfolio to be immediately executed. A strong and flexible reporting functionality also exists. The ability to individually manage and customise the approach for clients with different needs from around the globe also exists. With the service being a web application, all data is secure, backed up and accessible from anywhere.
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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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Morningstar Advisor Workstation Enterprise Edition
Tel: (866) 312-4637
Website: http://global.morningstar.com/enterprise
Morningstar® Advisor Workstation Enterprise Edition provides advisors with investment planning, client presentation, portfolio analysis, and in-depth investment research tools. It features timely data on 100,000+ securities and allows you to screen, rank, and sort investments using up to 20 criteria. You can efficiently analyze investments and portfolios to give recommendations using FINRA-reviewed reports and presentations that your clients can easily understand.
It's designed for, customized by, and licensed to, institutions as a modular, Web-based platform and it integrates with other major platforms such as Albridge Solutions, MoneyGuidePro, Pershing's NetExchange Pro, and National Financial's Streetscape. Advisor Workstation is now available through more than 100 broker/dealers, custodians, and clearing firms. Call to find out if you're eligible to purchase a custom-configured version through your firm.
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Morningstar Portfolio Builder
Website: http://global.morningstar.com/portfoliobuilder
Phone: (866) 619-5932
Morningstar® Portfolio Builder offers firms and their advisors a defined, step-by-step process to create portfolio proposals for clients. With Portfolio Builder, you can construct appropriate portfolios based on a client's current holdings and risk tolerance, as well as your firm's preferred models and investments.
It's a guided process, with an easy-to-use interface that leads you through each step of portfolio development. Appropriate allocations are created by matching client risk profiles with suitable asset allocation models chosen at the firm level. You can then build sound portfolios by selecting approved investments to construct a client's portfolio or choose an appropriate model portfolio built by your firm. Finally, compelling proposals are easy to generate by combining a variety of compliance-reviewed reports that clearly outline a client’s options. This efficient online tool streamlines the portfolio-building process for advisors while helping firms deliver consistency wherever they conduct business.
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Morningstar Principia
Website: http://global.morningstar.com/principia
Phone:
(866) 705-5551
Morningstar Principia is a powerful, time-tested modular software system that includes mutual funds, stocks, variable annuities, closed-end funds, exchange-traded funds, and separate accounts. For more than 10 years, investment advisors -- from independents to large broker-dealers -- have relied on it to conduct advanced research and analysis, monitor portfolios, and propose investment strategies.
During that time, we've continually enhanced Principia's core capabilities by adding new investment databases and analytical tools. The result is a flexible and cost-efficient system that's easily adaptable to the specific needs of your business.
In addition to its research databases, Principia features specialized modules for asset allocation, analysis of defined contribution plans, hypothetical reports, and client presentations and education. And with the addition of Principia CAMS (formerly dbCAMS+) to the lineup, Principia users can now create performance reports and Portfolio Snapshot reports based on their clients' actual performance data.
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OpenLink
Corporate Headquarters
1502 RXR 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 provider of cross-asset trading, risk management, and related portfolio management software solutions for the commodity, energy and financial services markets globally. OpenLink's blue chip client base of more than 150 customers worldwide includes twelve of the top twenty-five largest commodity and energy companies by market capitalization, eight of the largest financial institutions and eleven of the largest central banks, as well as major hedge funds and public utilities. Headquartered on Long Island, New York, and with offices in New York, Houston, London, Berlin, Vienna, São Paulo, Sydney, and Singapore, OpenLink has more than 785 employees 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 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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Modern Investment Technologies
72/2 Leninsky pr
Moscow Russia 119421
Phone: +7 (985) 233 6156
Email: info@smartfolio.com
Website: www.smartfolio.com
SmartFolio is extremely powerful asset allocation software aimed at all types of quantitatively oriented investors and investment professionals. Simple and intuitive, it contains superior portfolio optimization techniques based on the latest achievements in portfolio theory:
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Find the most appropriate asset allocation according to your investment goals, price history and subjective market views |
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Analyze investment portfolio risks from various perspectives: volatility, Value-at-Risk, target shortfall probabilities |
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Select the most adequate portfolio rebalancing strategy to minimize rebalancing transaction costs |
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Supported analytical methods include the most efficient parameter estimators, robust portfolio optimization, walk-forward portfolio optimization, benchmark tracking, the Black-Litterman model, factor models, historical portfolio simulations, and many others |
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Excel-based – user-friendly, intuitive interface
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30-day free trial available from website without annoying registration process
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Prices start from $199 per annum |
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Tools for Money
19 Martha Road, Suite 3
Columbia Falls, Montana 59912-4460
Phone: (406) 250-4815
Email: mike_fulford@juno.com
Website: toolsformoney.com
Financial Planning Software & Calculators for Consumers &
Pros: Investment, mutual fund picks, budgeting, retirement, asset
allocation/model portfolios, net worth, college funding, investment
policy statements, real estate, bonds, life insurance, fact finders,
seminar, how-to e-book, freebies, links, and tips.
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Windham Portfolio Manager
Windham Capital Management
5 Revere St., Cambridge, MA 02138
Phone: (866)533-5529
Email: info@windhamcapital.com
Website: www.windhamcapital.com
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The Windham Portfolio Advisor® is a technology platform for efficient portfolio construction and sophisticated risk management. It is designed to assist the most sophisticated institutional investors - including asset managers, brokerage firms, consultants, plan sponsors, endowments, foundations, and family offices - in making informed asset allocation decisions. The intuitive workflow allows you to perform complex analyses quickly and easily. The reporting capabilities and graphics support help you to convey complex financial concepts effectively to your clients.
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