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Power Optimizer and Ramcap Add-on Report Templates

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These programs require Power Optimizer or Ramcap and Microsoft Excel and Word versions from MS Office 97 or higher.

Power Optimizer and Ramcap are excellent asset allocation and portfolio optimization tools. Like most Power Optimizer users you can appreciate the effort Advisory World put into their software to make it as flexible as possible.  Since the historical data is one of the variables that makes this software so powerful, you may have some great ideas on reports you would like to customize.

For the last 6 years, we have been consultants to users of Power Optimizer and Ramcap. Our business has allowed us to hear the requested additions and we have responded. 

Power Optimizer and Ramcap's flexibility in exporting its data and reports has led us to the creation of Add-on Report Templates (click here for samples Adobe Acrobat Reader required).  By creating Microsoft Excel and Word templates, all you have to do is copy and paste and you can create new reports with your Ramcap or Power Optimizer data.

Here is what you get:

Percentage Change Report -

This report allows the advisor to enhance the Portfolio Analysis Report in Power Optimizer and Ramcap. This report can show the percentage change in two comparative portfolios. For example, you can compare the percentage change in a proposed versus current portfolio's expected Rates of Returns, Risk (STD), Retirement Income and Portfolio Value.

 

Statistical Probability Report -

The Portfolio Analysis table includes a section that displaying "Probability Statistics." These statistics are not available as a standalone report since they can only be printed as part of the rest of the Portfolio Analysis Report. Our template allows you to create a report solely displaying these probabilities.

 

Blank Report Template -

The Blank template allows you to create your own report by simply copying and pasting from Power Optimizer and Ramcap or using Excel

 

Historical Portfolio Cashflow Report (Power Optimizer users only) - 

The Power Optimizer allows users to display cashflows going into or out of the portfolio. But, the analysis is only projecting forward using the expected ROR. Our Historical Portfolio Cashflow Report allows you to copy and paste the historical monthly data from Power Optimizer into an Excel spreadsheet. In this spreadsheet, the user can customize cashflows "in the past" and gives you a historical hypothetical on how the portfolio would have behaved.

 

Historical Portfolio Cashflow Chart -

Displays a graph of the Historical Portfolio Cashflow Report

Cost is $79 and includes updates.

You can purchase Power Optimizer Add-on Report Templates by paying electronically with a Visa, Mastercard or Electronic Check.  Once you have completed payment, you will be brought to a download page to download the software.

OR call  800.831.7636

 

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