Portfolio Monitoring
Tracking portfolios and providing notifications for future rebalancing events ensures that portfolios stay aligned with target allocations. This proactive approach helps advisors to timely adjust portfolios, potentially capturing gains and managing risks efficiently.
Allocations
Commence building the allocations of your portfolio in a highly visual and easy-to-use interface. Drill into the allocation design to see each segment in isolation”
Portfolio Complexity
Our portfolio design framework is capable of handling any level of complexity to ‘n tier’.
Investments
Select the investments you want to have any each allocation, or try different combinations. Equily has access to over 150,000 equities, 20,000 ETFs and 600 indices.
Model Portfolio
Combine the allocations with the selected investments to create your model portfolio, which is ready for analysis and optimization.
Model vs Actual
Instantly see the discrepancy between your model portfolio and actual portfolio, so that you can adapt the design or update the investment as needed.
equily support
Access insight and resources to help support your client investment strategies.
