Investment Analytics Tool
SCANalytics easily and accurately reviews the affect of dividend and capital gain reinvestment, various fee applications and rebalancing rates on the growth of a portfolio or investment. Users may further adjust settings such as begin and end dates, cash contributions and withdrawals, rebalancing frequency and tax rates to assess back tested outcomes.
Albridge Wealth Reporting, Orion Advisor, BlackDiamond, eMoney Advisor, Veo from TD Ameritrade Institutional, Salesforce, Redtail.
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COMPANY ABOUT US:
We are dedicated to providing Investment Analytics, Portfolio Modeling and Proposal Generation applications designed to help advisors attract and retain more assets.