Advanced portfolio tools

Give clients and prospects an unparalleled view into their portfolios with Portfolio Architect.

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Why consider Portfolio Architect?

Create visually compelling content

Turn complex data into visually-rich client-facing content to elevate conversations

Uncover opportunities

Differentiate between truly active strategies and “closet indexes” with our Active Share module

Customize portfolios

Analyze factor tilts on existing portfolios or build and test your own custom portfolios.

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Portfolio Architect.

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