Empower you to personalise your investment,
One portfolio at a time
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Core Features
Risk Tolerance Assessment
Risk Tolerance History
Fund Analysis & Ratings
Fund Screener
Stock Analysis & Ratings
Stock Dividend Analysis
Stock Valuations & Calculator
Stock Screener
Security Container/List
Asset Correlation Heatmap
Portfolio Management
Custom Indexing Portfolio (Automated)
Smart Portfolio (Automated)
Portfolio Optimiser
Portfolio Analyser
Portfolio Report (PDF)
Portfolio Dashboard
Max number of portfolios
Client Management
Client Dashboard
Client Risk Tolerance Management
Client Portfolio Management
Core Features
Risk Tolerance Assessment
Risk Tolerance History
Fund Analysis & Ratings
Fund Screener
Stock Analysis & Ratings
Stock Dividend Analysis
Stock Valuations & Calculator
Stock Screener
Security Container/List
Asset Correlation Heatmap
10 portfolio
Core Features
Risk Tolerance Assessment
Risk Tolerance History
Fund Analysis & Ratings
Fund Screener
Stock Analysis & Ratings
Stock Dividend Analysis
Stock Valuations & Calculator
Stock Screener
Security Container/List
Asset Correlation Heatmap
Portfolio Management
Custom Indexing Portfolio (Automated)
Smart Portfolio (Automated)
Portfolio Optimiser
Portfolio Analyser
Portfolio Report (PDF)
Portfolio Dashboard
Max number of portfolios (10 portfolio)
50 portfolio
Core Features
Risk Tolerance Assessment
Risk Tolerance History
Fund Analysis & Ratings
Fund Screener
Stock Analysis & Ratings
Stock Dividend Analysis
Stock Valuations & Calculator
Stock Screener
Security Container/List
Asset Correlation Heatmap
Portfolio Management
Custom Indexing Portfolio (Automated)
Smart Portfolio (Automated)
Portfolio Optimiser
Portfolio Analyser
Portfolio Report (PDF)
Portfolio Dashboard
Max number of portfolios (50 portfolio)
Client Management
Client Dashboard
Client Risk Tolerance Management
Client Portfolio Management
Unlimited Portfolio
Core Features
Risk Tolerance Assessment
Risk Tolerance History
Fund Analysis & Ratings
Fund Screener
Stock Analysis & Ratings
Stock Dividend Analysis
Stock Valuations & Calculator
Stock Screener
Security Container/List
Asset Correlation Heatmap
Portfolio Management
Custom Indexing Portfolio (Automated)
Smart Portfolio (Automated)
Portfolio Optimiser
Portfolio Analyser
Portfolio Report (PDF)
Portfolio Dashboard
Max number of portfolios (Unlimited Portfolio)
Client Management
Client Dashboard
Client Risk Tolerance Management
Client Portfolio Management