Compare without limits
Align recommendations to client goals with endless product and portfolio comparisons.
Backed by top fund data providers so you can count on accurate, 3rd party information.
Save time with live analytics that adjust in real time as you make changes.
Quickly find products using advanced search. Filter by type, risk, holdings, and more.
Increased
efficiencies and
possibilities
Compare products and copy, paste, and edit portfolios to see the impact of product recommendations live.Support product recommendationsSee key metrics on Performance, Holdings and Risk. With over 100 metrics calculated, advisors are well equipped to make informed recommendations.
Access the latest dataReal-time analytics enable advisors to instantly see the impact of removing, reallocating, or adding new products on a portfolio.
Unlock more client-facing timeGo from comparing products to building a proposal in under 3 minutes. Advisors unlock more time to spend more time prospecting and speaking with existing clients.
Leverage MSCI ESG ResearchHelp clients understand how their portfolio aligns to their overall values. Research and compare funds, equities, and portfolios across key ESG datapoints.
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