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Average Ratings 0 Ratings
Description
Build your investment portfolios by leveraging the most comprehensive selection of modeling options available in the industry, which includes a complete range of risk models and market data to enhance your decision-making process. Axioma Portfolio Optimizer is designed to align seamlessly with your investment strategy, offering quick and effective solutions for complex portfolio construction and optimization challenges through adaptable objective functions and an extensive constraint library. Additionally, due to Axioma Portfolio Optimizer's open architecture, you have the ability to scale effortlessly via APIs and integrate risk models, factors, and software from Axioma or other third-party providers. Achieve your investment goals, whether your aim is to mimic an index tracker or to create a portfolio that minimizes tax liabilities. By employing this platform, you can avoid the common pitfalls of risk underestimation found in other optimization methods and utilize multiple risk models to capture various perspectives of risk accurately. Furthermore, assessing the effects of the available features allows you to measure the influence of specific constraints, ultimately leading to more informed investment decisions. This comprehensive approach ensures that your portfolio is not only optimized but also resilient in the face of market fluctuations.
Description
When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.
API Access
Has API
API Access
Has API
Integrations
Asset-Map
Blueleaf
Charles Schwab
CircleBlack
Co-Pilot
E*TRADE
Fidelity
MoneyGuide
Moneytree
Orion
Integrations
Asset-Map
Blueleaf
Charles Schwab
CircleBlack
Co-Pilot
E*TRADE
Fidelity
MoneyGuide
Moneytree
Orion
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$250 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Qontigo
Country
Germany
Website
qontigo.com/products/axioma-portfolio-optimizer/
Vendor Details
Company Name
Riskalyze
Founded
2011
Country
United States
Website
www.riskalyze.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Risk Management
Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection