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Power Optimizer

A budgeting, planning & forecasting application designed by AdvisoryWorld.
Questions about Power Optimizer? Call (800) 827-1151 and talk to a software expert now.

Use the Power Optimizer to Analyze performance, risk/return and style characteristics of existing or proposed multi-asset or multi-security portfolios.

Sophisticated multi-Asset/multi-security asset allocation and optimization. Create user-defined security databases and portfolios; specify individual security characteristics; run historical or forecasted hypotheticals; optimize portfolio mixes; compare portfolios side-by-side;; review detailed time-weighted cash flows. Investment Policy Statement, graphics, tables and reports are NASD compliant.

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