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ANALYZE EXISTING PORTFOLIOS
Examine the details and the composition of your client's portfolio Compare fund and asset class performance against market indices Calculate and display financial measurements across funds CREATE MODEL PORTFOLIOS Prepare an automated Investor Policy Statement (IPS) for clients Compare the existing portfolio to the investor's risk profile Use advanced tools to build model client portfolios Compare model portfolios to the existing client portfolio Automatically create buy and sell lists to achieve targets TRACK AND REPORT CHANGES Track the portfolio in relation to the IPS on a daily basis Identify client portfolios that have drifted outside their IPS Print detailed reports of portfolio models and parameters |
REPVISOR IS AN ESSENTIAL TOOL FOR A FINANCIAL ADVISOR TO SERVICE THEIR CLIENTS EFFECTIVELY. TIMELY INTERVENTION IS THE KEY TO MAKE YOUR CLIENTS HAPPY AND KEEP THEIR INVESTMENTS WITHIN THE PRESCRIBED RISK LIMITS. NO ONE CAN ACCURATELY KNOW WHAT THE MARKETS WILL DO IN THE FUTURE BUT YOU CAN ANALYZE THE HISTORICAL TRENDS WITH MATHEMATICAL VARIABLES. ELIMINATE GUESSWORK AND USE A SCIENTIFIC APPROACH BEFORE YOU MAKE RECOMMENDATIONS TO YOUR CLIENTS. |
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