Asset Software

Asset Allocation Software:
Investment software to calculate, compare, and implement, the mix of asset classes/investments that you feel is best for you or your clients. The only calculator that treats all of one's assets together, like they should be in the Real World, so you can evaluate the whole picture at once. Get total control over asset allocation (and every number in every year) instead of being locked into what a software company thinks you should be doing. Input contributions/withdrawals, rate of return assumptions for each asset, or asset class, and see 75 years of estimated growth for all of the Current vs. Proposed allocation mixes (with separate Personal and Qualified portfolios).

If you're a frustrated Financial Profiles/NaviPlan/Morningstar investment software user, this is for you. Works well with any efficient frontier/portfolio optimization program. Excel spreadsheet-based investment portfolio software for do-it-yourself asset allocators and financial advisors working with high net worth clients.