Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Haast Reviews & Ratings
    5 Ratings
    Company Website
  • SBS Asset Finance Reviews & Ratings
    3 Ratings
    Company Website
  • D&B Finance Analytics Reviews & Ratings
    802 Ratings
    Company Website
  • EZO AssetSonar Reviews & Ratings
    118 Ratings
    Company Website
  • TriNet Reviews & Ratings
    1,994 Ratings
    Company Website
  • Planview Software Product Delivery Reviews & Ratings
    2 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Planview ProjectAdvantage Reviews & Ratings
    121 Ratings
    Company Website

What is MarketRisk?

What is the best way to distribute assets in your investment portfolio? MarketRisk simplifies this decision-making process by employing a distinctive algorithm that assesses the risk associated with each asset according to its present market value. By aligning the risk exposure of your portfolio with your individual risk tolerance, MarketRisk ensures that your investments remain within your comfort zone. You can select from a maximum of seven different investable assets, such as stock indices, precious metals, and bonds. Using your specified market price and risk tolerance, MarketRisk determines the optimal position size for each asset you choose. While MarketRisk is not a substitute for a financial advisor, it serves as a valuable research tool. Over the past five decades, the performance has averaged an impressive 16.3% annually. Each potential portfolio mix has been meticulously backtested from 1929 through 2020, providing a comprehensive view of potential outcomes. The data from the last fifty years of performance is thoroughly analyzed and presented for your consideration.

What is Edgelab?

Offer customized solutions that truly resonate with the aspirations of clients, ensuring that their investments are managed within their defined risk tolerances. Equip wealth managers with automated investment recommendations, sophisticated risk assessments, and simulation tools that facilitate informed decision-making. Streamline the process of creating investment proposals while automating compliance and reporting tasks to expand service offerings to a wider range of clients. Develop specific portfolio recommendations that not only reflect the bank's insights but also align with client preferences and account for the full spectrum of available assets. Implement stress testing and simulations to analyze how changes impact client portfolios, aiming to uncover configurations that optimize the balance between risk and return. Identify portfolios that may breach investment suitability and strategic asset allocations. Furthermore, deliver actionable insights on optimal trading strategies to help steer existing client portfolios towards achieving their desired asset allocation objectives, thereby enhancing overall investment performance. By weaving together these approaches, wealth managers can dramatically improve both the quality of their services and the satisfaction of their clients, ultimately fostering long-term relationships built on trust and success.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$39 CAD
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Dacris Software

Date Founded

1998

Company Location

Canada

Company Website

www.dacris.com

Company Facts

Organization Name

Edgelab

Company Website

www.edgelab.ch/

Categories and Features

Investment Management

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

Stock Portfolio Management

For Investment Advisors
Portfolio Accounting
Portfolio Rebalancing
Risk Management

Categories and Features

Investment Management

Not specified

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

Diversiview Reviews & Ratings

Diversiview

LENSELL
Fusion Invest Reviews & Ratings

Fusion Invest

Finastra