Protégé Financial Portfolio Builder combines the strength of strategic, dynamic and tactical asset allocation techniques. It is a highly sophisticated portfolio management system for the discerning portfolio manager and investor. Using the latest user interface from the MS .NET framework 2.0, it gives users an unparalleled experience in terms of usability, speed and robustness.

Features:

• Use strategic, dynamic and tactical asset allocation techniques
• Portfolio Modeling and Simulation
• Track model portfolios
• Create composite funds and indexes
• Integrated order entry and order fulfillment
• Internet access for portfolio managers, financial advisors and clients.
• Benchmarking and performance measurement for collective composite funds and as well for individual clients
• Watch list for portfolio managers and clients
• Computes historical mean price, standard deviation, expected returns and coefficient variance for funds in your watch list

Benefits

• Interoperable applications assists effortless compliance
• State of the art customer service
• Build stronger customer relationships
• Seamless integration via straight through processing
• One platform many applications