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.
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 the way is a security screening and selection tool. This will allow advisors to use factor analysis to find the best products with which to implement benchmark asset classes. A large portion of AdvisoryWorld’s development budget has been allocated to linking the ICE application to complimentary financial software packages and legacy systems.
ICE Monte Carlo Simulation
Determine the Probability of achieving client goals based on portfolio return assumptions and volatility characteristics.
Determine where a portfolio loies in relation to the efficient frontier curve and find a portfolio that outperforms in terms of risk and return.
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 that outperform benchmarks.
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