With Portfolio Lab you can:
- Build and test model portfolios
- Analyze client and prospect portfolios
- Present to clients and prospects using attractive visuals and proposals
Portfolio Lab presents detailed asset allocation with drill-downs, performance and risk metrics backed by institutional-grade data.
Portfolio Lab is valued by advisors for its elegant and simple user interface. It is an ideal choice for portfolio construction and impactful presentations to clients and prospects.
Enhancements and partners integrations are brought to Portfolio Lab on a regular basis. Check our recent enhancements.