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Features
Main Features
STEP 1 Equity Action Call™
First level of analysis – a proven risk management system to help avoid significant sentiment changes in the market.
Monitor the risk/reward ratio of the equity markets by comparing the Relative Strength of equities vs. alternative asset classes
Overall market risk assessment – position your clients with prevalent money flows
STEP 2 Asset Allocation
Asset Class Ranking – Determine which asset classes to overweight or underweight.
Tracking 7 major asset classes – CAD Equity, U.S. Equity, Int’l Equity, Commodities, Currencies, Bonds, & Cash
Efficiently identify the strongest asset classes to assist in developing your active asset allocation strategy
STEP 3 Investment Selection
Reduce time spent on research using our defined and objective AI analysis.
Coverage of over 80,000 investments across North America – Stocks, ETFs and Mutual Funds
Every report is an unbiased and objective analysis of each universes relative strength
STEP 4 Portfolio Construction
Stand out with custom built models – tracking performance in real time to share with clients and prospects
Develop custom investment models and strategies unique to your individual investment style
Update models with buys/sells to simulate real time performance of client portfolios and proposals
STEP 5 Monitoring
Demonstrate a process, as well as maintaining strong discipline and transparency with a rules based and objective strategy
Monitor models and individual investments efficiently and effectively with custom alerts on significant changes within your investment universe
Use the Key Equity feature to track key holdings throughout the entire site
STEP 6 Reporting & Marketing
Utilize a proven marketing and prospecting tool to attract new assets and grow your practice
Track performance along with risk/reward attributes of client and prospect modeling
Include custom commentary on reports – while differentiating yourself with custom formatted reports