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Tools

  • The new standard for your front and middle office platform: CRM, Asset Allocator, Dynamic Relative Scoring tools for equity markets and more essential tools fitting your competitive budget
  • CRM and Document Management: access your integrated Agenda, Client Profiles, Call Reports and Contacts on file, edit, customize, mail contracts, invoices, reports and more
  • Asset Allocator: allocate asset class mixes to client risk parameter choices, apply tactical overlays and match your top down investment strategy tool with the bottom up Dynamic Relative Scoring tool
  • Dynamic Relative Scoring: score relative dynamics of equities for multiple markets and industry groups, match your bottom up analysis with the top down methodology of the Asset Allocator

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