Our software suite offers a comprehensive, server-based solution that is accessible via the internet. It seamlessly integrates a WordPress installation, Nextcloud services, and our proprietary portfolio computation and presentation tools. Designed to work in unison, these components form a robust advisory tool that aids advisors in portfolio creation, computation, and presentation. Advisors can effortlessly share results with their clients through the intuitive WordPress interface, enhancing both functionality and client engagement.

NOTE: This website runs off this same exact system.

Product Comparison:

Software Comparisons? There is no similar software offering on the market today. There are components, for example, there are WordPress installations available, there are backup services available, and there are some Portfolio computation software products of varying qualities. However, there are no products that offer all services together with a seamless integration between the various components.

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