Automated FX calculations
Equily automatically calculates both historical and current foreign exchange rates to provide an accurate view of performance in the currency of your choosing.
Quick sort
Arrange curated portfolios suitable for your client needs. Sort by Risk-Adjusted Return, Volatility, Number of Allocations and Total Returns.
Detail view
Allows users to visualise the portfolio in a highly graphical manner.
Performance tab, shows the historical data of the portfolio vs a benchmark.
Performance Calculator
Allow clients to see what their investment pot would be worth had they invested in the curated portfolio.
Easy Subscribe
Subscribe to the portfolio and it will be added to your dashboard, enabling customers to test and optimize rebalancing thresholds.
White label
Create the look and feel of your brand identity. See only portfolios built for your clients, firm or network.
equily support
Access insight and resources to help support your client investment strategies.
