FinPortfolio.com
Title
FinPortfolio - Asset Allocation Wizard - Making Sense of Your Portfolio
Description
FinPortfolio's Mission is to become the leading provider of online investment analytics, and to deliver maximum value to individual investors and the financial service institutions that serve them by offering a comprehensive set of online institutional-grade investment planning, analysis and decision-making tools that are cost-effective, highly personalized, and easy to use.
FinPortfolio is the first online service to provide consumers with a comprehensive suite of analytical and decision-making tools for effective investment portfolio management. FinPortfolio is unique in that it offers institutional-grade tools without compromising user accessibility, and stands independent of the financial service institutions through which consumers invest. FinPortfolio's toolset guides and supports investors through the entire investment decision-making process, from financial planning and asset allocation, to the construction, analysis and management of investment portfolios. FinPortfolio has modules devoted to Portfolio Planning (Strategic Asset Allocation), Asset Analysis & Selection, Portfolio Optimization (Tactical Asset Allocation), Portfolio Risk Analysis, and Portfolio Style Analysis.
FinPortfolio's Underlying Financial Models are solidly grounded in Modern Portfolio Theory. Drawing on many years of portfolio management, risk management and financial modeling experience with major financial service firms, we have created a model that successfully bridges the divide between financial theory and practice. FinPortfolio does this with tools that enable the individual investor to actively use the concepts of Modern Portfolio Theory in the investment decision-making process.
Contact
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Additional Information
Related Domains
- Asset Allocation
- Correlation
- E Finance
- Efficient Frontier
- Financial Advisory
- Investment Management
- Investment Selection
- Investment Strategy
- Modern Portfolio Theory
- Mutual Fund
- Portfolio Analysis
- Portfolio Management
- Portfolio Optimization
- Private Client Services
- Sharpe Ratio
- Value At Risk
- Wealth Management
- EFinance
- Value-at-Risk