Archives

  • Kwanti

      Portfolio Analytics with Automated Data Feeds Powered by Blueleaf Kwanti Kwanti’s Portfolio Lab is a cloud-computing based portfolio analytics and client acquisition solution. Together with BlueLeaf capabilities, advisors now have an integration in one interface which streamlines their BlueLeaf account data into Portfolio Lab for detailed analytics and customized client reports. Portfolio Analytics –…

  • AdvisoryWorld

    Portfolio & Security Analysis with Automated Data Feeds by Blueleaf AdvisoryWorld AdvisoryWorld provides portfolio analytics, investment planning and proposal generation capabilities to investment advisors. – Assess risk characteristics of clients and prospects’ existing portfolios – Diversification (e.g. asset allocation, style analysis and, overlap analysis) – Performance (e.g. trailing returns, standard deviation, Sharpe ratio, Alpha, Beta…