WealthIQ Recent Enhancements

Client Management Screen
Provides a new, improved way for advisors to manage their client proposal activities as well as providing an improved system navigation experience.

Current vs. Proposed
Provides the ability to compare a client’s current portfolio of invested assets vs. a proposed portfolio.

Multiple Allocations
Provides the ability to compare multiple allocation scenarios, including Current, Profiled, Proposed and Alternate proposed portfolios.

Mean Variance Optimization
Provides the ability to optimize Asset Allocation models.

Monte Carlo Simulation
Provides the ability to run Monte Carlo Simulation on Asset Allocation models.