Power Optimizer incorporates flexibility with ease of use to make it the most powerful investment analysis and presentation tool on the market today.  Power Optimizer allows the user to create portfolios using  our databases of Stocks, Funds,Variable Annuities and up to 300 indices in any combination.  The software can produce historic return and risk calculations on ANY set of assets and optimize the mix for a better solution.  Take a look at these features:

· Analyze Existing Portfolios for their Historic Risk and Return Characteristics · "Optimize" Portfolios · Show the "Efficient Frontier" · Compare Current Portfolio to Proposed · Establish Predefined "Model"  Portfolios · Show Future Withdrawals and Contributions · Built in Slide Show for Presentation · Produce an Invest Policy Statement · Customizable Graphs and Tables · Customize by Copying Graphs and Table to word processors and spreadsheets · Analyze Historic Risk and Return · Use Actual Mutual Fund, Stock and Variable Annuity Data · Risk Profile Questionnaire

Benefits to the Advisor and Client

Power Plus includes Power Optimizer PLUS a history database of over 9000 mutual funds.  This Mutual Fund history allows you to optimize using the actual funds historic performance.  Power Plus also includes the Scandata and Analytics programs for quick and portable searches and analysis of each security in a portfolio.

This program uses sophisticated Modern Portfolio Theory algorithms to calculate the Efficient Frontier and pick a suitable portfolio on the Frontier.  This "optimization" will allow you to increase the client's expected return while decreasing his overall risk.

Pricing:

Power Optimizer License Fee    $395

Maintenance    $700/year for quarterly updates and $895/year for monthly updates

Power Plus License Fee  $395

Power Plus Maintenance  $864/year for quarterly updates and $1091/year for monthly updates.

Add Mutual Funds, Stocks, VA's or Closed End Funds for $200/year for quarterly or $300/year for monthly updates.

Order Form

Or Call 800-831-7636

Click Here for 30 day Trial

For an online web demo of Power Optimizer