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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

This package is designed for independent reuse across any Python project and is maintained by the Zope Toolkit initiative. It serves as an implementation of "object interfaces" within the Python ecosystem. Interfaces act as a way to designate objects as adhering to a specific API or contract, making this package a practical example of applying the Design By Contract methodology in Python. Essentially, interfaces are objects that detail (document) the expected external behavior of the objects that implement them. An interface articulates behavior through a combination of informal documentation within a docstring, attribute definitions, and invariants, which are the necessary conditions that must be satisfied by the objects implementing the interface. Attribute definitions specify particular attributes, outlining their names while offering documentation and constraints regarding the allowed values for those attributes. These definitions can take various forms, allowing for flexibility in how they are expressed. Furthermore, the ability to define interfaces enhances the clarity and reliability of code by ensuring that objects conform to specified behaviors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aladdin Wealth
Python

Integrations

Aladdin Wealth
Python

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
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

Python Software Foundation

Country

United States

Website

pypi.org/project/zope.interface/

Product Features

Product Features

Alternatives

Alternatives

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