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Scandata

Sorts and reviews over 180 fields of information on asset classes, mutual funds, stocks, variable annuities and closed-end funds. Information includes assets under management, historical performance, ranking among all funds and peer groups, P/E ratios, front-end loads, portfolio holdings and MPT statistics, dividends, P/E and P/B ratios as well as analyst's estimated earnings. Find all funds or securities that meet any set of criteria such as size, time in business, rates of return, beta, and Rsquared. Integrated with other Wilson programs for optimization & performance review.

Have you ever added up the cost of all the software you subscribe to each year? It can be astronomical! Scandata software provides a database search engine for hundreds less than the competitors. Scandata includes up to 160 fields of data that can be searched and sorted on. The fund and stock reports are easy to read and well laid out.

Scandata's biggest advantage to the competition is its integration with Wilson's asset allocation programs. Perform your search in Scandata and drop the results in Ramcap, Power Optimizer or Analytics. This integration saves time from double entry and time is money in this business.

If you are looking for a growth mutual fund who has a beta of less that 1 and ranks in the top 20 percent of funds for the last 5 years, Scandata can find that fund(s). When you are looking for an oil stock that has out performed the S&P 500, Scandata can find it if its there.

With Scandata's easy to use interface, getting up an running is a click away!

Examples:

 

Pricing:

Included with Power Plus and Ramcap Plus programs.

» Scandata: is sold as an add-on to Power Optimizer or Analytics. If databases are already subscribed to, Scandata is $140/year for quarterly updates.

Otherwise, Scandata is $140/year plus mutual fund or stock databases at $245/year each.



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

 

 

 

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