PlanningForce Portfolio Planner
PlanningForce Portfolio Planner is a portfolio management software designed for financial advisors and wealth managers. It provides tools for asset allocation, risk assessment, portfolio modeling, trading and rebalancing, performance reporting, and more to help advisors effective
portfolio
financial-planning
wealth-management
asset-allocation
risk-assessment
PlanningForce Portfolio Planner: Portfolio Management Software for Financial Advisorss
PlanningForce Portfolio Planner is a portfolio management software designed for financial advisors and wealth managers. It provides tools for asset allocation, risk assessment, portfolio modeling, trading and rebalancing, performance reporting, and more to help advisors effectively manage client portfolios.
What is PlanningForce Portfolio Planner?
PlanningForce Portfolio Planner is a comprehensive portfolio management and reporting platform designed specifically for financial advisors, wealth managers, and asset managers. It provides a suite of tools to help advisors manage client portfolios more efficiently.
Key features of PlanningForce Portfolio Planner include:
- Asset allocation analysis - Create customized asset allocation models and analyze portfolios to ensure proper diversification
- Portfolio modeling and proposals - Easily construct portfolio models and create visually engaging proposals for clients
- Trade order management - Initiate, track and rebalance trades across multiple custodians and account types
- Performance measurement - Calculate returns for household groups and individual accounts. Compare performance to benchmarks.
- Custom reporting - Generate and deliver branded reports to reinforce client relationships
- Data management - Aggregate client account data from multiple sources for holistic analysis and reporting
- Integrations - Connects with various custodians and data sources via APIs
PlanningForce Portfolio Planner aims to provide advisors with a flexible, scalable platform to simplify portfolio management processes. This allows advisors to focus on client relationships and providing investment advice. It is designed for independent RIAs, broker-dealers, and advisory teams looking to grow their firms efficiently.
PlanningForce Portfolio Planner Features
Features
- Asset allocation
- Risk assessment
- Portfolio modeling
- Trading and rebalancing
- Performance reporting
Pricing
- Subscription-Based
Pros
Comprehensive portfolio management features
Customizable asset allocation models
Automated trading and rebalancing
Detailed performance analytics
Integrates with custodians and other platforms
Cons
Steep learning curve
Limited custom reporting capabilities
High pricing for smaller firms
Lacks some tax management features
Official Links
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