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

Continue ReadingComing Up with an Optimized Portfolio from Clients Retirement Fund. 

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

Continue ReadingComing Up with an SSGA Model, Equivalent Portfolio from Clients Retirement Fund. 

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

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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

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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

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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

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