Portfolio Analyzer
$400.00 / month
Description
help your investors get a complete understanding of their portfolio and accounts by adding a portfolio analyzer to your website.
This easy to use, free tool gives investors rapid new insights into their current portfolio and gets the stage for making optimized recommendations.
You can check it out here: https://gravityinvestments.com/free-portfolio-analysis/
The portfolio analyzer comes with the enterprise version or can be bundled with the core optimization suite. *also requires private branding. Enterprise clients can then set various workflows, including automated comparisons, portfolio repair, overlays and variation analysis.
After entering in their portfolio, investors receive an analytics page like this:
