FinPortfolio delivers value to its institutional partners in the following
ways:
- A cost-effective and timely means of delivering interactive and
personalized online financial planning tools and investment analytics to
customers, and enhancing customer service.
- An important means of differentiation, as FinPortfolio's highly
adaptable architecture and modular nature make it very easy to piece
together a solution to meet the specific needs of an institution's
customers.
- A means of shortening time-to-market on much-in-demand online
financial planning tools and investment analytics.
- A means of broadening the possible range of advisor-client interaction
with online collaboration and
enhancing the way a partner interacts, communicates, and relates with
clients.
- A means of creating multiple possible online entry points for new
business, all of which can direct prospective customers to the firm's
core services.
- A means of providing self-directed customers with a powerful and
comprehensive suite of investment decision-making tools that lends guidance
and support through the entire investment process.
- An important means of attracting and retaining customers.
FinPortfolio's service currently includes the following modules and
features:
- Portfolio Planning (Strategic Asset Allocation) - Highly
personalized tools enabling you to plan an investment around some long-term
goal, such as your retirement, funding a child's education, or buying a
home.
- FinPlan - A comprehensive, yet easy-to-use five-step process to
guide you in planning for multiple life goals (retirement, education, home
purchase, etc.). FinPlan determines an optimal asset allocation and
forecasts your likelihood of success in meeting your multiple goals (Monte
Carlo simulation).
- Asset Analysis - Unique tool enabling you to conduct a quick
analysis of assets that you may be considering for inclusion in a portfolio.
- Portfolio Asset Selection - Innovative quantitative asset selection
tools enabling you to select specific portfolio assets based on one or a
combination of quantitative and traditional criteria.
- Portfolio Optimization (Tactical Asset Allocation) - The Internet's
only real-time, interactive tool enabling you to allocate and rebalance
assets to achieve optimal portfolio performance, based upon your target
risk/return profile.
- Portfolio Risk Analysis - Unique tools for measuring your
portfolio's exposure to market risk (as measured by Alpha, Beta, R-Squared,
Sharpe Ratio, and Value-at-Risk).
- Portfolio Style Analysis - Tools that enable you to systematically
analyze the characteristics of your portfolio to ensure that it maintains a
desirable investment style.
- Portfolio Aggregation - Enables you to import existing portfolios
from other financial sites.
- Portfolio Alerts - A highly personalized, automated system for
monitoring your portfolios.
- Underlying Database - 20,000+ US stocks and funds are updated
daily.
FinPortfolio's comprehensive suite of analytical and decision-making tools
for investment planning, analysis and management are designed to meet the needs
of savvy and novice investors alike. While FinPortfolio's tools are
sophisticated, the site's highly personalized and interactive nature makes them
both easy to use and easy to understand, so FinPortfolio has something for
virtually all investors, across the gamut of financial service institutions.
For more information of the institutional partnership opportunities
available with FinPortfolio, click here.
If you think partnering with FinPortfolio could help to enhance your customer
service or improve the competitiveness of your institution or website, please
click the e-mail link below to contact us:
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