Welcome to the most unique Financial Advisory Around Today

Why?

We service clients & other advisors alike!

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Offering services to advisors & clients

Our comprehensive suite of professional services caters to new and established advisor.

Client Portfolio Exploration

Create a space for clients to explore your portfolio offerings, your market insight and a wide variety of market indices or metrics.

Web Hosting for Advisors

Host your web site with and you’ll get a complete set of Modern Portfolio as well as Ultra-Modern Portfolio Theory based Computation tools.

Embedded Applications

Only here can you embed our suite of computational finance tools in your web site.

Modern and Ultra Modern Portfolios

Use our computational tools to create complete portfolio solutions for your clients. Create white-branded reports in PDF form. include your portfolios in client areas of the web site.

Retirement Planning


Explore how decisions will impact wealth during the retirement phase of life. Client’s can explore their retirement options and future scenarios. Advisors can use our tools to assist in retirement planning.

Wealth building

Explore how decisions will impact wealth creation and retirement building. Client’s and Advisors can use our tools to explore how each portfolio construction and decision can affect clients retirement.

Growing App List

Our comprehensive suite of computational finance applications are growing daily. These include a comprehensive portfolio construction tools, a complete back-testing suite.  Comparative analysis tools, and the list continues to grow.

Portfolio App

  • Based on Ultra-Modern Portfolio Theory
  • Complete Back-testing capability
  • White-Branded pdf reports
  • You “the advisor” have direct input into future app offerings

Retirement planning

  • Complete scenario analysis
  • Future planning with and without income
  • Optimal saving strategies

“Host Your Advisor Site & Use our Portfolio Computational Apps Inside your own hosted site”

Our Software:

Rock Solid

Simple

Soft Request for Information

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Overview