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Advisory/Financial Planning Solution

Need Based Solutions

  • Goal capture, analysis, funding and monitoring, Goal tracking.
  • Model portfolios based on goals, plans and statement

Risk Based Solutions

  • Profiling and Model Portfolios based on risk questions, age, AUM, time horizon

Financial Planning

  • Customer Needs Analysis form
  • Financial Health diagnostic
  • Current and recommended Asset allocations, Asset Rebalancing
  • Analysis: Income Expense, Networth, Insurance gap, Financial Health Ratios
  • Risk Questionnaire, Profiling
  • Goal Planning
  • Model Portfolios
  • Cash Flows

Research (Premium Feature)

  • Build and Configure risk classes
  • Configure Risk Questionnaire
  • Build MF based Model portfolios based on various parameters
  • Configure Global Assumptions