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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Evaluate investments within a portfolio framework in just minutes. You can either import existing portfolios or create new ones, explore various models, or access your previously saved portfolios to begin the process. The 360° Evaluator allows for an objective assessment of your portfolio by examining crucial factors such as exposure distributions, costs, risk elements, and additional metrics. It also enables advisors to generate tailored client reports that illustrate the value they provide. By utilizing the 360° Evaluator, advisors can ensure that portfolios are optimized to meet their intended goals while facilitating the sharing of vital information with clients. Leveraging data and analytics from Aladdin, this tool allows advisors to efficiently identify key portfolio attributes, make comparisons with other portfolios, and adapt strategies in response to market changes and client needs. Furthermore, investment concepts can be communicated to clients in a straightforward and visually engaging manner. The client report generated by the 360° Evaluator includes a comprehensive portfolio overview that features details on holdings, analytics, insights, and more, providing clients with a deeper understanding of their investments. This streamlined approach not only enhances client relationships but also fosters confidence in the advisor's expertise.

Description

Assessing opportunities in early-stage research and development as well as new product creation necessitates advanced tools that provide both flexibility and clarity, enabling your team to confidently reach informed decisions. DPL Portfolio presents a comprehensive suite of analytical instruments within a user-friendly interface. Implementing DPL Portfolio in your organization is straightforward and manageable. Our proven methodology for implementation has been successfully applied in numerous top-tier organizations, ensuring a swift and hassle-free process. If you have an urgent requirement, DPL Portfolio can be utilized immediately with data sourced from standard Excel files located on a server, and its installation software operates seamlessly on client machines. For those organizations needing enhanced data management capabilities, DPL Portfolio can also be seamlessly integrated with widely-used database systems. This database-driven approach facilitates automated data updates, enhances control over sensitive information, and allows for meticulous tracking of your portfolio's version history, thereby streamlining your overall project management effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aladdin Wealth
Azure Linux

Integrations

Aladdin Wealth
Azure Linux

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10,990 one-time payment
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

BlackRock

Founded

1988

Country

United States

Website

www.blackrock.com/us/financial-professionals/tools/360-evaluator

Vendor Details

Company Name

Syncopation

Founded

2003

Country

United States

Website

www.syncopation.com/products/dpl-portfolio/

Product Features

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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