Multi-security asset allocation, financial planning, security analysis, security information, asset class and other databases. Create user-defined security databases and portfolios; specify individual security characteristics; run historical or forecasted hypotheticals; optimize portfolio mixes; compare portfolios side-by-side; find assets to enhance portfolio return or reduce volatility; review detailed time-weighted cash flows. Investment Policy Statement, graphics, tables and reports are NASD compliant. Databases for mutual funds, stocks, variable annuities and closed-end funds are available.

Power Optimizer incorporates flexibility with ease of use to make it the most powerful investment analysis and presentation tool on the market today. Power Optimizer allows the user to create portfolios using our databases of Stocks, Funds,Variable Annuities and up to 300 indices in any combination. The software can produce historic return and risk calculations on ANY set of assets and optimize the mix for a better solution.

Take a look at these features:

· Analyze Existing Portfolios for their Historic Risk and Return Characteristics
· "Optimize" Portfolios · Show the "Efficient Frontier"
· Compare Current Portfolio to Proposed
· Establish Predefined "Model" Portfolios
· Show Future Withdrawals and Contributions
· Built in Slide Show for Presentation
· Produce an Invest Policy Statement
· Customizable Graphs and Tables
· Customize by Copying Graphs and Table to word processors and spreadsheets
· Analyze Historic Risk and Return
· Use Actual Mutual Fund, Stock and Variable Annuity Data
· Risk Profile Questionnaire

Benefits to the Advisor and Client

· Improves Professionalism
· Delivers Better Education on Expectations
· Gives You Accurate Data
· Provides a "Method to Your Asset Allocation Madness"
· Eliminates the Guessing of what assets are appropriate and how much
· Saves Time Analyzing Existing Portfolios
· Saves Time Proposing New Portfolios
· Brings in More Assets Under Management !

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

This program uses 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.

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Update/Maintenance charge

Power Plus includes Power Optimizer, 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

To order Power Optimizer, please call 800.831.7636 or email sales@software4advisors.com.

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