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| Portfolio
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75 Queen Street, Suite 1100 Montréal [Québec] H3C 2N6 Phone: (866)790-3141 Email: info@assetallocationanalyst.com Website: www.assetallocationanalyst.com Asset Allocation Analyst™, a PC software design by Equisoft, will help you take advantage of exclusive information and research, in order to efficiently manage your client portfolios within the highest industry standards. Asset Allocation Analyst™ is one of the best software packages for financial advisors because of its practice compliance, the Investor Decision Grid™ and Investment policy statement features. Also, it allows data import with links to the major back office systems in the market. Asset Allocation Analyst™ is a powerful application because of this functionality: Correlation Analysis, Efficient Frontier, Professional-quality PDF reports, Net asset, Need Analysis, Objectives, Benchmark, Customized asset mix recommendation and the ability to rebalance the portfolio. A customizable Web version is also available for enterprises. Top
Croesus Finansoft 2 Place laval, Suite 510 Laval (Quebec) H7N 5N6 Phone: (450) 662-6101 Email: info@croesus.com Website: www.croesus.com Croesus Finansoft is a worldwide software leader in the field of CRM and portfolio management. For many years, Croesus has been recognized on the market by thousands of users for its innovation, great reliability and user-friendliness. This state-of-the-art, Web-based application manages every type of financial investment and is also real-time, multicurrency, multilingual and AIMR compliant. Furthermore, investment professionals can create simulations and model portfolios to offer global investment strategies to their clients. Croesus can produce more than 50 detailed reports and graphs such as: Asset Mix, Gains and Losses, Portfolio Evaluation, Performance and Projected Income. Top
Fidelity Investments Canada Limited 483 Bay Street, Suite 200 Toronto, Ontario M5G 2N7 Phone: (800) 263-4077 Website: www.fidelity.ca Fidelity Portfolio Pro lets advisors create and analyze portfolios that match a client's risk tolerance profile. To use Fidelity Portfolio Pro, you need your dealer code and rep number to log in to Fidelity's advisor centre, then look for Portfolio Pro on the left-hand navigation bar. The underlying correlation engine is powered by Morningstar, and the software comes with a tutorial which is worth a CE credit. Top
380 Ouellette Ave, Suite 300 Windsor, Ontario N9A 6X5 Phone: (519) 977-1440 Email: webmaster@fundmonitor.com Website: www.fundmonitor.com FundMonitor.com is dedicated to supporting Financial Advisors with a host of powerful online tools that deliver independent research and timely analysis for professionally planned investment portfolios. Since its inception in 1997, the Company has been empowering a new generation of investment professionals with automated tools that help manage all stages of the sales cycle. FundMonitor.com adds value to the Advisor’s role by providing in-depth research, analysis and insights not available to the general public on broadly targeted financial sites. Top
1057 Steeles Ave. West North York, ON M2R 3X1 Phone: (905) 787 9111 Email: info@fundscope.ca Website: www.fundscope.ca Specifically designed for financial advisors, our Premium Internet Subscription provides advanced portfolio building and risk management tools. Premium Plus membership allows you to create, print and deliver Investment Policy Statements to your clients. You can input your client's portfolio for evaluation and analyze the results against a host of benchmarks and events. What-if scenarios let you see whether, say, buying a certain fund or dumping another would improve your client's risk-return and improve his or her diversification profile. You can also use it to support your marketing efforts by preparing answers to tough client questions, or addressing tough issues like "Why didn't you put me in PH&N?" or "I could have done better with an index fund". Top
Bell Globemedia Publishing Inc. 720 King Street West Toronto, ON M5V 2T3 Phone: (800) 268-9128 Website: www.globehysales.com Globe HySales and Blueprint are the perfect sales support team. Globe HySales is an easy-to-use interactive sales software program for mutual fund sales professionals. Simple to use, but powerful enough to please the most demanding analyst, the research features in Globe HySales let you sort and filter on over 200 data items to find the most suitable funds for your clients. With Globe HySales, you can create a sense of urgency, find the best funds to meet your clients' needs, support your recommendations with powerful charts and graphs, and close the sale! Blueprint helps you determine your clients' risk tolerances, develop suitable portfolios, and visually explain the importance of asset allocation and proper diversification. Top
Phone: (800) 531-4725 Email: sales@morningstar.ca Website: www.morningstar.ca Software developed by Morningstar Canada is in use throughout the world for analysis of investment manager performance. PALTrak and BellCharts are Canada's leading mutual funds analysis software. This product is rapidly being adopted by Canada's leading banks, investment dealers, financial planners and institutional mutual fund sellers. In 1997, Morningstar Canada introduced PALTrak for Pooled Funds, a pooled funds version of the software to investment managers, investment consultants and pension fund sponsors. BellCharts revolutionized the presentation of comparative mutual fund performance through the use of floating bar charts for both compound and annual returns. |
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| Portfolio1 | Web Based Portfolio Software |
Portfolio1.ca
6500 Trans-Canada Hwy, 4th floor
Montreal (Quebec) H9R 0A5
Email: info@an-net.com
Phone: (888) 510-5524
Website: http://www.an-net.com
Portfolio1.ca is a web-based portfolio management system that includes life insurance, disability insurance, annuities, mutual and segregated funds, guaranteed investment certificates and other investments. No software to buy! A monthly fee provides the implementation of your database that can be transferred back to you at the end of your contract. For optimal protection, software and databases are hosted in a secure fireproof bunker that will protect your data against theft or breach of hard disk and viruses. A data backup is also done every night and an additional copy is transferred to another secure bunker for optimal security. All downloadable transactions in a standard mode from Funds companies can be imported within your new database. Portfolios, historical data, and Clients' files will be created and will be updated daily. You will have the possibility to work alone or in network without worrying about costly technological updates. Being on the World Wide Web, you have the flexibility to have direct access to your database from any country in the world. Portfolio1.ca and your client In addition, this concept allows your clients to view and to print their portfolios as well as their balance sheet. The annual compounded growth is calculated for each investment. A long-term projected value is shown. All elements concerning the financial planning are daily updated and may be viewed or printed, if a loan is required or for any other reasons.
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