Top level Financial Advisory Made Easy

Robo-advisory for human advisers. How to get new clients and improve the service to your existing customers


Efficient Frontier 3.0

Asset Allocation Software

Build customized forward looking asset allocations. Spread financial risk over tens of international financial markets, control portfolio volatility, maintain allocations over time and preserve portfolio's suitability for up to seven different risk profiles.

This software IS NOT LIKE OTHERS because it relies on expected returns, expected volatilities and forecasted correlations.

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Client risk profiling

Client risk profiling

Client risk profiling is not only a regulator's requirement but, most of all, it is a unique opportunity to learn more about your customer, making him aware of his actual financial objective and risk appetite and, above all, enabling you to better assist him with a really tailor made advisory service.
AdvisingTools.com can provide you with an effective questionnaire and an appropriate scoring system (download our free white paper about client risk profiling).

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Efficient Frontier 3.0

Start receiving monthly samples of free asset allocations, and stay up to date with fresh new market forecasts from our systems

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Quantitative asset allocation

Quantitative asset allocation

Asset allocation is an essential part of the work of any financial advisor or investment professional. It's often a mix of a qualitative and quantitative approach. AdvisingTools.com provides the best ever, forward looking, quantitative asset allocation software to enrich your portfolio construction capabilities. It makes use of forecasted returns, forecasted volatilities and expected correlations to guarantee the best possible risk control and risk budgeting capabilities.

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Expected returns and volatilities

Global markets' forcasted returns and volatilities

Building an efficient investment portfolio requires predicting future returns and volatilities for several financial markets. The wider your coverage the more effective your diversification opportunities. AdvisingTools.com provides  expected returns and forecasted volatilities for over 100 financial markets spanning from equities, fixed income, commodities, real estate and private equity.

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Correlation analysis

Picking the right funds (or ETFs)

A good asset allocation can be turned into an even better investment portfolio if you chose the right investment instruments.
AdvisingTools.com can automatically suggest investment funds, ETFs and ETCs out of a covered universe of more than 10000 financial instruments.
For each of them you will be given actual correlation against relevant asset class, alpha and beta coefficients and more.

Fund and Etf/Etc picking tool

Forecasted correlations

Past correlations are not a good estimate for the future

The key to an actual portfolio diversification is, of course, cross asset correlation. If we fail predicting correlations we actually fail in risk diversification and portfolio risk management. Small differences in correlation coefficients can lead to large changes in optimal portfolio's compositions (get our free white paper on correlation).
AdvisingTools.com is the only source publicly available providing expected correlations for over a hundred of financial markets.

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Increase and nurture your customer base

Converting prospects into clients

Converting prospect clients into actual customers is one of the hardest jobs you could imagine. All experienced financial advisers have their own techniques and strategies to rely on. Sometimes they work and sometimes they don't. However, if you are looking for new powerful tools helping you to increase and nurture your customer base you'll find here a really helpful resource. You can start downloading our free white paper Converting prospects into clients).