SCANalytics

Product Type:

Investment Analytics Tool

SCANalytics easily and accurately reviews the affect of dividend and capital gain reinvestment, various fee applications and rebalancing rates on the growth of a portfolio or investment. Users may further adjust settings such as begin and end dates, cash contributions and withdrawals, rebalancing frequency and tax rates to assess back tested outcomes.

INTEGRATION:

Albridge Wealth Reporting, Orion Advisor, BlackDiamond, eMoney Advisor, Veo from TD Ameritrade Institutional, Salesforce, Redtail.

PRICING:

$100/month.

FREE TRIAL AVAILABLE?

Yes.

CREATED BY:

AdvisoryWorld

COMPANY ABOUT US:

We are dedicated to providing Investment Analytics, Portfolio Modeling and Proposal Generation applications designed to help advisors attract and retain more assets.

CONTACT:

Phone: 800-480-3888

E-mail: [email protected]