Hello all fellow Financial Planners / Advisers / Unit Trust & Mutual Fund Consultants & Managers..

icon_question.gif I need to know wht kind of Software / tools all have been using so far to challenge your clients to show him the strategic advantage of using proper asset allocation and the opportunity cost of not doing so.

Is there any tools to demonstrate what an optimized portfolio can achieve for your client. Analyze any combination of unit trusts with total flexibility.

Structure a tactical portfolio which fits the risk profile of your client. Help your client to achieve his or her goals in the most efficient way. Analyze any combination of equities, bonds and unit trusts with total flexibility.

Analyze international portfolios with your client. Review each life goal on a cashflow basis. Perform credible portfolio forecasts.

Hmm juz wondering if any software like this ever existed ??

Im actually looking for a software which contains power to do personal asset allocation..

Any idea's any1 ??

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