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What is Empower?

Skilled financial advisors who truly engage with clients, along with powerful tools, foster an effective partnership. By merging cutting-edge technology with seasoned fee-based finance professionals, we offer customized solutions that emphasize your unique requirements. Experience a new level of financial insight that surpasses what you've encountered before. Our dedicated team of financial specialists focuses on developing a Personal Strategy that resonates with your distinct aspirations and objectives, ensuring its implementation through a portfolio crafted to be tax-efficient, risk-aware, and adaptable to your changing situation. Whether you're seeking a variety of investment avenues or sophisticated financial management, our goal is to help you build a comprehensive portfolio that aligns with your values and priorities. Collectively, we can traverse the intricate landscape of financial planning to fulfill your dreams and ambitions. As we work together, you'll gain confidence in your financial journey.

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.

Media

Media

Integrations Supported

APS Payroll

Integrations Supported

Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo

API Availability

API Availability

Has API

Pricing Information

Free
Free Version

Pricing Information

For individual, non-commercial use: buy and use credit points on demand

For business/commercial use: Subscription

White labelling and API integration available.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Empower

Company Location

United States

Company Website

www.empower.com

Company Facts

Organization Name

LENSELL

Date Founded

2020

Company Location

Australia

Company Website

diversiview.online

Categories and Features

Dividend Trackers

Not specified

Personal Finance

Not specified

Portfolio Analysis

Not specified

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Portfolio Analysis

Not specified

Stock Portfolio Management

For Investment Advisors
Portfolio Rebalancing
Risk Management

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