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AdvisoryWorld's web-based ICE Application features Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations and Financial Planning with Monte Carlo Simulation.
Use the Power Optimizer to Analyze performance, risk/return and style characteristics of existing or proposed multi-asset or multi-security portfolios. (PC Software)
Easy to use yet comprehensive multi-Asset/multi-security asset allocation and optimization. (PC Software)
SCANalytics Hypothetical Illustration, Asset Allocation and Portfolio Modeling Tool
Access AdvisoryWorld's detailed analytics capabilities including Risk and Return oriented MPT Statistics, Performance Attribution and Monte Carlo Simulation along with asset allocation, country, sector and stock overlap and more remotely via SOAP Request Web Services.
AllocationMaster™. Turn your investment recommendations into positive actions. Transform client contacts into long-term relationships. Separate your value-added services from those of your competitors.
Advisors Worldwide can use Gsphere to build AUM, construct better portfolios, educate clients and generate compelling recommendations.
Built for productivity, Morningstar® Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business.
Morningstar Office is our complete practice and portfolio management system for independent financial advisors.
Morningstar® Principia® is one of the most widely used resources in the financial planning industry.
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