With Portfolio Lab you can:
- Build and test model portfolios (hypotheticals)
- Analyze client and prospect portfolios
- Present attractive visuals and proposals
For your model portfolios, client and prospect portfolios, Portfolio Lab presents detailed asset allocation, performance and risk metrics backed by institutional-grade data.
Portfolio Lab is highly valued by advisors for its elegant and simple user interface. It is an ideal choice for your analytics needs and impactful presentations to clients and prospects.