Financial Adviser Dashboards
An essential tool to delight your life-long clients and meet the Know Your Customer compliance
Use Dashboards to manage your clients’ risk tolerance scores, and monitor and track their personalised portfolios. Dashboards enable you to monitor and track the alignment between portfolios and your clients’ goals, values, and risk tolerance. You can do this all in one place. It is an essential tool to delight your clients and prospects, differentiate your service and meet the Know Your Customer compliance.
See what else you can do with Piocaro
With disruptive innovations, we strive to make investing easy, simple and personalised specifically for you whether you do it yourself or with your financial adviser.
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Stock Analytics
Identify a good company from mediocre ones and determine its fair value.
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Fund Analytics
Analytics with intuitive charts to compare funds so you can make intelligent decisions about which ETFs to choose or avoid.
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Custom Indexing Portfolio
Personalise a stock portfolio using individual securities in your chosen benchmark index in minutes.
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Smart Portfolio
Automatically construct and personalise a well-diversified portfolio of stocks and bonds in minutes.
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Portfolio Optimiser
Construct and optimise portfolios from your hand-picked securities list
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Portfolio Analyser
Analyses an existing portfolio and helps you visualise where the portfolio stands compared to other alternative allocations.
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Asset Correlation Heatmap
Visualise the correlations across your securities and identify the ones that benefit you the most from diversification.
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Risk Tolerance Assessment
Assess and quantify your risk tolerance so you can make an intelligent risk-return trade-off decision.
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Financial Adviser Dashboards
An essential tool to delight your life-long clients and meet the Know Your Customer compliance