Ditch generic, laggy retail tools. The Essential workspace delivers clean, institutional-grade equity lookup terminals designed to unmask true intrinsic value. Fine-tune growth assumptions instantly and control the narrative before consensus models distort the trend.
- Fair Value Search Engine: High-speed equity lookup terminal filtering individual tickers cleanly.
- Stock Screening & Watchlists: Build dynamic equity screens and track target asset performance seamlessly.
- Real-Time Alerts & News: Stay ahead of volatility with customized parameter alerts and live breaking market feeds.
- Manual DCF Adjustments: Fine-tune core assumptions using live Growth Rate and Terminal P/E sliders.
- Confidence Level Metrics: Instant calculation validation displays tracking model probability spreads.
Engineered for independent wealth managers who use visual conviction to scale their practice. Seamlessly model custom allocations, map assets against the Efficient Frontier, and pinpoint peak mathematical efficiency in real time. Built to turn complex portfolio construction into an engaging client conversation.
- All Essential Features Included
- Portfolio Construction Canvas: Build and dynamically balance custom multi-asset weighting structures.
- Efficient Frontier Mapping: Instantly plot calculated risk assets across expected return vs. variance axes.
- Sharpe Ratio Optimization: Trigger integrated matrix algorithms to rapidly isolate peak mathematical efficiency.
- One-Click Client Handouts: Export clean, high-contrast visual summaries of your custom allocations and optimization curves directly from your workspace.
The ultimate enterprise suite for high-end practices demanding absolute analytical dominance. Run advanced, 1,000-trial simulation models to stress-test market uncertainty, coordinate multi-seat teams seamlessly, and instantly export compliance-ready justification reports to defend your fiduciary recommendations.
- All Advisor Features Included
- Monte Carlo Simulators: Launch 1,000 iterative data trials projecting true 10-year probabilistic wealth horizons.
- Active Team Seat Allocation: Provision and track multi-user license pools (e.g., 5/10 seats) dynamically.
- Uptime Sync Guardrails: High-availability secure caching ensures customized client models stay persistent.
- FIA Lookback Terminal: Run empirical 5 and 10-year historical annuity backtests with custom variable constraints instantly.
- Fiduciary Justification Reports: Instantly generate comprehensive, compliant data books mapping out your FIA Lookbacks and Monte Carlo trials to archive in your client files.