PORTFOLIO ANALYTICS TOOL

Bolster client outcomes with proven portfolio analysis

Run on-demand diagnostics of portfolio risk and return drivers to create custom reports and action plans for clients.

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Robust data and capabilities

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Compare two portfolios or a portfolio and model

Hypothetical Performance

View hypothetical performance and customize the variables

Reports

Export PDFs or view reports in Excel

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Exceed client expectations

Optimize your clients' portfolios and demonstrate your value with the Portfolio Analytics Tool.

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Additional resources & tools

 

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Bond Duration Tool

Optimize fixed income portfolios with precision. The Bond Duration Tool helps you build a more targeted strategy that balances risk and potential return for each client.

Calculate bond duration
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Disclosures and footnotes

All investments involve some risk. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of a client's account. There is no guarantee that any particular asset allocation or mix of funds will meet a client's investment objectives or provide you with a given level of income.