FundEngine : Innovative Investment Management for Modern Advisors
FundEngine: in summary
What are the main features of FundEngine?
Efficient Asset Allocation
FundEngine offers comprehensive tools for efficient asset allocation, allowing financial advisors to create diversified and balanced portfolios with ease.
- Customizable asset class filters
- Real-time market data integration
- Automated rebalancing options
Insightful Performance Analytics
With its focus on insightful performance analytics, FundEngine provides users with deep insights into portfolio performance, enhancing decision-making and strategy development.
- Detailed performance tracking and reporting
- Comparative analysis against industry benchmarks
- Scenario modeling for future forecasting
Automated Client Reporting
The software excels in automated client reporting, simplifying the process of keeping clients informed with up-to-date and accurate data.
- Customisable report templates
- Scheduled report generation and distribution
- Visual data representations for easy comprehension
FundEngine - FundEngine-screenshot-0 FundEngine: its rates
standard
Rate
On demand
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