Impress both Existing Clients and New Prospects by SHOWING them how you would earn their business. Firstly, show them how changing the allocation of their current investments would have affected risk and return. Secondly, compare their existing portfolio with one of your custom portfolios that matches their risk tolerance. Engage your client with this unique tool and demonstrate your ideas for helping achieve their goals.

Built For Advisors By Advisors

Investment Portfolio Optimizer Software simulates the range of potential outcomes of a given portfolio. This tool also explores how different asset allocation changes may affect portfolio return and risk management. As a result, PSDS tool (Portfolio Stochastic Design Simulator) helps you quickly examine potential changes to any portfolio’s asset allocation. You therefore get historical data to find an optimum asset allocation that balances return with risk management.

Financial Advisors using this PSDS platform consequently add a unique investment portfolio software tool to their existing practice. The PSDS tool was “built for advisors by advisors” over the past 15 years. It simulates a range of potential asset allocation scenarios and most noteworthy identifies an optimal target allocation.

Changing Regulatory Environment

Legislators change and revise financial industry regulations and standards constantly. Expectations and requirements to effectively manage assets evolve to protect clients. PSDS Investment Portfolio Optimizer Software assists advisors with risk management of client portfolios. The PSDS platform gives you another layer of documentation for compliance and fee justification purposes.

Advisors gained affordability and access to critical data across a wide spectrum of investment classes. These changes certainly increased the ability to more effectively manage portfolios. Advisors employing the PSDS platform gain a competitive advantage using this portfolio software and its ability to capture, index and utilize market data.

In summary, PSDS Investment Portfolio Optimizer Software helps advisors with risk management of client portfolios in addition to the platform creating valuable documentation.

Documentation and Fee Justification

Now more than ever you must show documentation of the work you actually performed to justify fee based billing. Legislative efforts, FINRA oversight and self-imposed corporate focus all seek a "paper trail" of your advisory process. The PSDS platform helps you meet these requirements:

1. Say what you do
2. Do what you say
3. Document what you’ve done
4. Repeat the process.

Risk Management Focus

The asset management process first of all starts with creating an approach to designing portfolios. The patented PSDS algorithm above all seeks to reduce overall risk while enhancing return. Prudent advisors concentrate on risk management as a primary goal because markets and portfolios have negative periods.

Most importantly, the mathematical effect of reducing draw-down's in negative markets on returns is certainly greater than out-performing in upward cycles. Secondly and likewise, there is also the necessity for many clients to sustain a minimum income stream through all market cycles.

Your Assignment:

• Manage distributions during negative periods and have the confidence to continue to pay out funds
• Weather inevitable draw-down's during negative periods
• Reasonably expect to not just recover lost value but grow over time.

Investment Portfolio Simulator Report

PSDS investment portfolio software simulator and platform gives advisors insight into portfolio risk-return dynamics over different time periods. The tool furthermore examines how portfolio risk may shift in different economic and market periods.

The standard report looks at 3, 5 and 10 year periods individually or in a bundle. These reports analyze portfolio risk-return dynamics in a one million trial Monte Carlo simulation for each period. You “shift” these time blocks to cover a wider range of economic periods using our database (updated monthly). We find this useful in reducing the effect an extended trending market cycle can have on historical risk-return dynamics.

Test Before You Invest

In conclusion, the PSDS simulator adds value to your asset management process. The PSDS tool does not “tell you” which investments to use. The portfolio simulator above all gives you a metric standard which can be applied to any potential investment. The actual portfolio construct is unique to your practice and is designed and developed by you.

The PSDS tool / platform enable advisors to

1. Perform critical advanced analytics
2. Document their assessments and changes in a controlled fashion
3. Save time by applying the same process to all accounts