Description
An entry-level fund and portfolio analysis package giving advisors essential access to KYP compliance tools:
Fund Countries: Canada
Fund Groups: MM | Money Market Funds, MF | Mutual Funds
Data Periodicity: M | Monthly, Q | Quarterly
Indicator Time Horizons: All Twenty (MTD, QTD, SATD, YTD, 1M, 3M, 6M, 9M, 1Y, 2Y, 3Y, 5Y, 7Y, 10Y, 15Y, 20Y, 3MR, 6MR, 9MR, 1YR)
Indicators/Functions: 4 Return, 5 Volatility, 6 MPT Statistics
Opportunity Cost Benchmarks: All Nineteen
Manager Benchmarks: Primary Benchmarks
Risk Free Rates: Canadian Only
Comparison Benchmarks: All Twelve
Fund Groups: Major Groups Only
Model Portfolios: Model Portfolios Per Promoter
FundIQ Modules: Flash Comparator, Fund Comparator, Grid, Fund Favorites, Model Portfolios Favorites, Fund Portfolio Builder, Fund Portfolio Mini-Optimizer
Continuing Education: None
Advisor Support: None
