| Relationship | Tech Vendor | Tech Vendor | Fiduciary |
| Integrations | paid | paid | all available |
| History Max | 5 years | Unlimited | Unlimited |
| Positions Max | 100 | 200 | Unlimited |
| Global Security Database | |||
| Automate a Strategy | |||
| Backtest a Strategy | |||
| Analyze any Portfolio | |||
| Account Aggregation | |||
| Analyze Any Portfolio | |||
| Optimize a Portfolio | |||
| Risk Analysis | |||
| Performance Analysis | |||
| Automate a Strategy | |||
| Access the Policy Tree | |||
| Access to Rules Engine | |||
| Portfolio Analyzer | add on | ||
| A.I Predictions | |||
| Automatic Strategy Execution | |||
| Custom Branding | |||
| Engage Investors Online | |||
| Website Embedded Portfolio Analysis | |||
| User Access Control | |||
| Investment Policy Statement (IPS) | |||
| Access to API | |||
| Custom Branding | |||
| PMS Integration |
| Recursively Re-Optimize the Portfolio | |||
| Thematic Investing | |||
| Constraints | |||
| Automatic Re-Optimization | |||
| Create a Custom Portfolio Strategy | |||
| Create Model Portfolios | |||
| Profit Taking Rules | |||
| Group Constraints (Sector, Industry, Asset Class) | |||
| Equal Weighting | |||
| Dynamic Constraints | |||
| Multi-Sampling | |||
| Save, Edit and Manage Policy Trees | |||
| Capital Market Assumptions Engine | |||
| Automatic Stop-Loss Risk Protection | |||
| Monte Carlo Simulation | |||
| Diversification Optimization | |||
| Overlays | |||
| Core – Satellite Strategies | |||
| Test Portfolio Variations | |||
| Customize A.I Predictions | available | ||
| Performance Reporting | |||
| Threshold Constraints |
| Correlation Matrix Report | |||
| Return Report | |||
| Position Performance Metrics | |||
| Diversification Alpha | |||
| Allocation Cart | |||
| Risk and Return Chart | |||
| Rolling Allocation Chart | |||
| Diversification Source Chart | |||
| Objectives Evaluation | |||
| Performance Analysis | |||
| Position Performance Chart | |||
| Benchmark Analysis | |||
| Risk Analysis | |||
| Quant Data | |||
| Attribution | Coming Soon |
| Edit a Strategy and Preserve the Track Record | |||
| Pause Automation | |||
| Manually Trigger a Re-Optimization | |||
| Build a Strategy w/o Automation | |||
| Account Sync Frequency for Outside Accounts | Daily | ||
| Bank / Broker Dealer | |||
| OMS Integration | |||
| CRM Integration | |||
| Notifications | |||
| Rebalancing Integration | |||
| Risk Profiling | |||
| Export to Excel | |||
| Automatic Rebalancing | |||
| Automatic Monitoring | |||
| Export to Excel | |||
| Custom Benchmarks | |||
| Historical Allocations | |||
| Website Embedded Portfolio Views | |||
| Portfolio Reports | |||
| Portfolios of Portfolios | |||
| Online Investor Portal | |||
| Factsheets |
| Notifications | |||
| Account Aggregation with Plaid | |||
| Portfolio Analyzer | Add On | ||
| Diversification Overlay | |||
| Portfolios of Portfolios | |||
| Fix My Portfolio | |||
| Before and After | |||
| Investment Policy Statement (IPS) | |||
| Account Opening | |||
| Multi-Portfolio View |
| Request Recommendations (Per Year) | 3 | 3 | 9 |
| Scan Portfolios for Recommendations | Coming Soon | ||
| Advisor Led Recommendations | Unlimited | ||
| Recommendation Acceptance Policies |
| Relationship | Tech Vendor | Tech Vendor | Fiduciary |
| History Max | 5 Years | Unlimited | Unlimited |
| Positions Max | 100 | 200 | Unlimited |
| Support Caddy | |||
| Set User Roles |
| Automate a Strategy | |||
| Backtest a Strategy | |||
| Document Your Investment Process | |||
| Systematize any Strategy | |||
| Score Portfolio Diversification | |||
| Compare Portfolios | |||
| Differentiate your Business | |||
| Advise and Educate Investors | |||
| Curate and Log Buy Lists | |||
| Create a Proposal | |||
| Online Transfer and Funding | |||
| Online Investor Portal | |||
| Engage Investors Online |
| Sharing | |||
| Comply with ERISA Prudence Requirements and NOCLAR Liability | |||
| Organize Strategies | |||
| Audit Logs | |||
| Provide Objectives Matching on Backtests | |||
| Custom Disclaimer | |||
| Set Disclaimer Trigger | |||
| Custom Disclosure |
| Global Security Database | |||
| Short Selling | |||
| Import Your Own Assets | |||
| Arithmetic Positions (Spread Trading / Ratios) | Coming Soon |
| Dedicated VM | |||
| OAuth with Google | |||
| SSL | |||
| Enterprise Firewalls | |||
| Daily Backups | |||
| Two Factor Authentication | |||
| API Product Key | |||
| User Access Reports |
| Give Investors Policy Tree Viewing for Full Disclosure | |||
| Set and Curate Watchlists | |||
| Define Asset Classes | |||
| Rearrange the Investment Policy Statement | |||
| Edit Elements from Investment Policy Statement | |||
| Define and Create Asset Class Templates |
| Online Support Library / Resources | |||
| Phone Support | |||
| Email Support | |||
| Case Work Support |
Asset Allocation Software for Advisors At Portfolio ThinkTank, our commitment to diversity extends beyond portfolios. We foster a culture that proactively embraces diversity, shields our ecosystem from fear and hate, and celebrates the beauty of our differences.
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