PortfolioXpert
Regain control of your practice with the Xpert
Our PortfolioXpert platform gives advisors the ability to model virtually any investment strategy that they use within their practice.
Classic and vDAS portfolios
PortfolioXpert provides a unified interface to construct both Classic and vDAS strategies.
Classic
The Classic VPM approach dynamically manage the investment exposure for each security automatically.
vDAS
vDAS portfolios give advisors the framework to exert more control on their investment exposure.
In-depth Analysis
The Security Overview and Research sections provide the complete transparency of every security within our system. We show you every trade ever issued from the system and the statistics around those trades to help you find the very best securities for your portfolios.
