Products & Services

A COMPLETE SALES AND SUPPORT TOOL FOR YOUR STRUCTURED PRODUCTS BUSINESS

  • Automate product marketing output in flash, pdf or html
  • Wide range of graphics to visualize logics and payouts
  • Automate product performance reporting
  • Interactive product simulators and education
  • Product design, testing and management modules

A MODELING PLATFORM SUITE FOR THE FINANCIAL ADVISOR

  • Client profiling and needs analysis
  • Portfolio optimization & risk management
  • Performance attribution
  • Long term financial planning
  • Wide range of control and management tools