Integrated Capital Engine "ICE"
The stock portfolio analysis and financial management software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier (available as a plug-in) as well as qualitative risk analysis metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation. The application's asset allocation software and financial planning and analysis solutions offer financial planners and investment advisors alike the financial tools necessary to build model portfolios. ICE's FINRA reviewed report options include an investment policy statement, goals and risk based proposal, risk tolerance questionnaire, fund fact sheets and more.
ICE is integrated with several leading portfolio management software and advisor CRM software partners such as Albridge Solutions, LPL BranchNet, dbCAMS, Advisors Assistant, Schwab Portfolio Center and more.
Planning functions this product covers:
- College/education funding
- Investment/portfolio/securities analysis
- Financial Needs Analysis
- Portfolio Management
- Financial Statement Analysis
- Retirement Planning Software Features
- Risk management framework