Provides an optimised portfolio based on the max sharpe, you also get to see the position of portfolios representing different investment strategies on the efficient frontier curve.

– The user can select a suitable portfolio on the efficient frontier line.

– More assets can be added or the constraints can be set to see how it affects the overall portfolio and whether it has impacted on the type of portfolio i.e conservative, moderate or growth.

This is an affordable way of coming up with conservative, moderate and growth portfolios by matching equivalent assets from the SSGA model portfolio. By providing us the assets from your retirement fund, we help you in coming up with portfolios representing different investment strategies based on risk tolerance.

The ability to fill a simple form and quickly establish a rapport with a client and generate an investment plan that can then be further customized is a very important asset to Investment Advisors that Intelvest provides. The transparency and ease of this process makes it a very valuable benefit both to the investment advisor and to the client.

The form can be filled either by the client alone or by the client along with the advisor in an Online Zoom call or Google Meet. The Intelvest platform uses this form to take the next steps including plan generation as well as goals and objectives and help create a long term fiduciary relationship with the client. The process accommodates inflation, as well as the asset investment and cash withdrawal plan to meet various client objectives and goals. 

Our platform uses A.I to see concentration of stocks within your portfolio and get suggested fund replacements to reduce stock concentration. You also get details of Country Exposure, Sector Exposure and Security Exposure for your Portfolio. Lastly you will get Portfolio Analysis and Recommendations based on the Latest Market News in the US Economy.

The retail investor or the institutional investor or the RIA (Registered Investment Advisor) for the retail investor can upload his or their clients portfolio to understand various Risk and Returns metrics via visualization as well as make modifications to their portfolio by buying and selling assets to rebalance the weights as well as create various scenarios from their portfolios and compare them. 

The retail investor or the institutional investor will be able to get more insights over the etfs by asking questions over the prospectus and making the use of AI to answer them, going through the annual report, going through the ETF profile, watching videos from CNBC related to the selected etf, going through the latest news and press releases and finally seeing the visualization from various charts. 

The retail investor or the institutional investor will be able to get more insights over the stocks by asking questions over the 10Qs or 10Ks and making the use of AI to answer them, listening to the earnings call, going through the earnings slides, watching videos from CNBC related to the selected stock, going through the latest news and press releases and finally seeing the visualization from various charts.