Multi-security asset allocation, financial planning, security analysis, security information, asset class and mutual fund databases. Create user-defined portfolios; run historical or forecasted hypotheticals; optimize portfolio mixes; find assets to enhance portfolio return or reduce volatility; find securities that match portfolio benchmark performance, determine quickly and easily if investment strategy will meet client's objectives; review detailed time-weighted cash flows. Includes Analytics, ScanData and the Mutual Fund Database. Databases for stocks, variable annuities and closed-end funds are available.

"Communicate risk and return and gather more assets."

Ramcap integrates ease of use with a built in "Wizard" to help you develop better portfolios for your clients. Compare current to proposed portfolios with a few clicks of the mouse. Ramcap comes with up to 300 indices updated quarterly or monthly. Ramcap includes information databases of over 7000 mutual funds and 6500 stocks allowing the user to have easy access to a securities details.

Enter your clients existing portfolio and the software displays historic risk and returns for any mix of assets. Compare side by side that mix to any index or another portfolio. The built in Slide Show allows for great presentations and seminars while the Client Center gives you a database to store personal information on your client. Excellent graphics can be flexibly changed to accommodate anyone's color or font scheme. The graphics and tables can also be exported to word processors and spreadsheets for your own customization.

Back to Top ›

Ramcap Plus includes Ramcap PLUS a history database of over 9000 mutual funds. Mutual Fund history allows you to optimize using the actual funds historic performance. Ramcap Plus also includes the Scandata and Analytics programs for quick and portable searches and analysis of each security in a portfolio.

Both programs use sophisticated Modern Portfolio Theory algorithms to calculate the Efficient Frontier and pick a suitable portfolio on the Frontier. This "optimization" will allow you to increase the client's expected return while decreasing his overall risk.

Back to Top ›

Back to Top ›

Update/Maintenance charge

Ramcap Plus includes Ramcap, Analytics, Scandata and Mutual Fund History

Additional History Databases for Stocks, Closed End Funds or VA's
Monthly Updated Subscription is $264.00 Per Year EACH
Quarterly updated Subscription is $245.00 Per Year EACH

Minimum Hardware Requirements
Pentium II
32 MB Ram
100 MB hard disk space

Minimum Operating System Requirements
Windows (Circle version minimum version: 95, 98, 2000, NT 4.0)

External Equipment Requirements
CD ROM
Internet access

Note: To order RamCap, please call 800.831.7636 or email sales@software4advisors.com.

Back to Top ›