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
| Products |
First
Year License
|
Monthly
Updates
|
Quarterly
Updates
|
| Power
Optimizer
|
$395
|
$956
Per Year
|
$746
Per Year
|
| Power
Plus
|
$395
|
$1155
Per Year
|
$910
Per Year
|
| |
|
|
|
| Databases |
|
|
|
| Mutual
Funds |
|
$264
Per Year
|
$245
Per Year
|
| Stocks |
|
$264
Per Year
|
$245
Per Year
|
| Variable
Annuities |
|
$264
Per Year
|
$245
Per Year
|
| Closed-End
Funds |
|
$264
Per Year
|
$245
Per Year
|
|
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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