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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Diversiview by LENSELL is a cloud-based portfolio analysis and optimisation platform that empowers both retail investors and investment professionals to enhance the performance and robustness of their portfolios. Using Diversiview, investors can: - Compute comprehensive portfolio metrics, including expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, and drawdown recovery time. - Assess diversification in detail at the individual holding level. - Explore projected performance for the current allocation and compare it with thousands of alternative portfolio scenarios. - Identify efficient allocations along the Efficient Frontier — such as the Minimum Risk and Optimal Portfolios — using our proprietary Dual-Objective Optimisation Approach (DOOA). - Backtest allocation strategies to evaluate how they might have performed historically. For advisers, Diversiview also offers the ability to store unlimited portfolios, link them to clients, set benchmarks, build and maintain model portfolios, and easily rebalance or re-optimise them when needed.

Description

Social Security Timing® Software is designed to assist you in refining your clients' strategies for claiming Social Security, thereby enhancing their overall retirement wealth. Navigate the intricacies of Social Security with ease. By utilizing Social Security Timing, you can determine the precise month and year when your clients should make their claims, as well as the specific amount they will receive upon passing the earnings test, potentially boosting their retirement income by as much as $100,000. The software includes a pivotal feature, What’s at Stake, which highlights the critical differences between merely good and optimal decisions regarding Social Security access. Additionally, the Break-even Chart allows you to analyze which strategy yields the best results across various life expectancy scenarios. Furthermore, the software can automatically generate the four most frequently encountered alternatives tailored for married couples, making it easier for you to present comprehensive options to your clients. Overall, this tool empowers financial advisors to make informed decisions that significantly impact their clients' financial futures.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo

Integrations

Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49.99 per user 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

LENSELL

Founded

2020

Country

Australia

Website

diversiview.online

Vendor Details

Company Name

Covisum

Founded

2016

Country

United States

Website

www.covisum.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

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

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

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