Custom Dashboards
Model portfolios
Diversify with precision
Gain deeper insights into model portfolios: track performance metrics, understand risk exposures, and create customizable reports to share your analysis.
Customizable
Set rebalancing frequency, adjust fees, choose currencies, and modify target allocations over time.
Powerful
Diversify across a vast selection of stocks, ETFs, and mutual funds with precise control over asset allocation.
Gain insight
Compare your model portfolios against benchmarks to assess their effectiveness and uncover areas for improvement.
Intuitive
Focus on building successful portfolios with our easy-to-use model portfolio tools, saving you time on complex software.
Summary snapshot
Key insights & drift analysis
In the summary snapshot, view key stats, visualize model portfolio holdings, and monitor allocation drift from your target effortlessly.
Performance chart
Benchmark comparisons & tailored insights
See how you stack up with customizable timelines. Choose between viewing cumulative returns, portfolio growth, or rolling returns.
Sleeves
Streamlined portfolio management
Use portfolio "sleeves" to simplify rebalancing, track performance and manage risk in one place.
Exposure
Portfolio Diversification
Get a clear breakdown of asset allocation across categories like asset classes, sectors, countries, and credit quality to evaluate portfolio diversification.
Risk metrics
Multi-faceted risk assessment
Discover the portfolio's resilience by examining its largest historical drawdowns and performance during pivotal stress periods in addition to a robust menu of portfolio risk metrics.
Holdings matrix
Equity concentration risk
Identify overlap between underlying holdings by viewing how much of each security is held within a portfolio, both directly and through fund exposure.
Reports
Create custom reports
Generate detailed reports on model portfolio performance, allocations, risk, and fees. Compare current vs. proposed portfolios with clear visuals. Customize with your logo, inputs, page selection, and fully editable firm & macro slides.
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