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Integrated Capital Engine

A web‑based multi‑module management system designed by AdvisoryWorld.
Questions about Integrated Capital Engine? Call (800) 827-1151 and talk to a software expert now.

The Integrated Capital Engine blends traditional asset allocation and multi-security modeling with state-of-the-art, goal-based optimization, hypothetical review, financial planning, detailed cash flows and Monte Carlo Simulation. Make big-ticket sales and attract more clients by using any of the programs highly dynamic reports including a NASD compliant Investment Policy Statement.

Functionality Modules

ICE New Mutual Fund hypothetical and snapshot reports are now featured in the ICE application and similar reports for Variable Annuities will be available in late March. Also on…

ICE Security Analysis Search and sort through Mutual Fund, Stock, Variable Annuity, Closed End Fund, ETF and Separate Account data and perform critical factor and style analysis. Find products…

ICE Monte Carlo Simulation Determine the Probability of achieving client goals based on portfolio return assumptions and volatility characteristics.…

ICE Optimization Determine where a portfolio loies in relation to the efficient frontier curve and find a portfolio that outperforms in terms of risk and return.…

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