Our innovative tool renders investment portfolios into three-dimensional images that are easy to understand and manipulate. The tool operates on both web and mobile platforms. And an open architecture lets us offer custom solutions.
For the adviser, the real-time solution simplifies client discussions about investment portfolios. The interactive cube lets the client see and immediately grasp the significance of investment decisions. Flexible and responsive, the tool lets the adviser and client:
Simple and powerful, the cube improves client understanding, creates confidence and builds long-term trust.
Portfolio management that’s clear as a picture.
Show Style drift & Saturation easily
Highlight Differentiation Quickly