Portfolio Modeling Made Simple
Intuitive interface with powerful modeling
PureModels user-friendly interface eliminates the need for complicated spreadsheets. A glance at the dashboard interface immediately informs the user of pertinent rebalancing information for each security and account. Easily set dynamic targets and fixed targets, and instantly allocate block trades. Quickly review and approve recommended trades using the trade blotter.
Use public models to let your advisors take advantage of your standard strategies. PureModels’s sophisticated engine supports the construction of models on top of sub-models enabling you to standardize your strategies while still allowing for flexibility. Flexible security settings also give you the ability to let all of your advisors create their own private models.
- View key information quickly via user-friendly dashboard interface
- Construct sophisticated models with ease
- Quickly set dynamic or fixed targets
- Automatically rebalance client accounts and allocate trades
Please contact us for more information
Toronto:
416.598.1241
Toll Free:
1.888.596.9338
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