Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Diversiview?
Diversiview by LENSELL is a cloud-driven portfolio analysis and optimisation solution designed to help both everyday investors and financial professionals strengthen and improve their investment portfolios.
With Diversiview, investors can:
- Measure a full range of portfolio metrics, including expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, and drawdown recovery time.
- Examine diversification in depth at the individual asset level.
- Visualise how their portfolio is expected to perform based on its current allocation, as well as compare it to thousands of alternative allocation possibilities.
- Generate efficient allocations along the Efficient Frontier — including the Minimum Risk Portfolio, Optimal Portfolio, and other efficiency-focused positions — all powered by our distinctive Dual-Objective Optimisation Approach (DOOA).
- Backtest their allocation strategy to understand potential historical performance.
For advisers, Diversiview provides additional capabilities: storing unlimited portfolios, linking portfolios to clients, establishing benchmarks, building and maintaining model portfolios, and performing fast rebalancing and reoptimisation.
What is BlackRock 360 Evaluator?
Assess investments through a portfolio framework in mere minutes. You can choose to import your current portfolios or start anew, delve into various models, or access your previously saved portfolios to kick off the evaluation. The 360° Evaluator facilitates an impartial analysis of your portfolio by scrutinizing essential aspects such as exposure distributions, expenses, risk factors, and other key metrics. Additionally, it empowers advisors to create customized client reports that effectively demonstrate the value they deliver. By harnessing the capabilities of the 360° Evaluator, advisors can ensure portfolios are fine-tuned to achieve their specific goals while also making it easier to share crucial information with clients. Utilizing analytics and data from Aladdin, this tool enables advisors to quickly pinpoint significant portfolio characteristics, compare them with other portfolios, and adjust strategies based on market dynamics and client demands. Moreover, investment ideas can be presented to clients in an accessible and visually appealing format. The client report produced by the 360° Evaluator encompasses a thorough portfolio summary that includes information on holdings, analytics, insights, and more, offering clients a richer understanding of their investments. This efficient method not only strengthens client relationships but also builds trust in the advisor's capabilities, ultimately leading to a more informed investment experience for the client. In addition, the ability to visualize complex data helps demystify investment strategies for clients, enhancing their overall confidence in the advisory process.
Integrations Supported
Aladdin Wealth
Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
Integrations Supported
Aladdin Wealth
Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
LENSELL
Date Founded
2020
Company Location
Australia
Company Website
diversiview.online
Company Facts
Organization Name
BlackRock
Date Founded
1988
Company Location
United States
Company Website
www.blackrock.com/us/financial-professionals/tools/360-evaluator
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
