Portfolio Designer
Our portfolio designer provides a user-friendly interface and tools that facilitate easy and efficient portfolio construction, enabling advisors to tailor portfolios based on client preferences, risk profiles, and financial goals.
Design Framework
Our portfolio designer is built around 3 key components; model allocations, investments and the model portfolio. Allowing re-use across each to make building portfolio easier whilst accomodating simple and complex portfolio designs.
Personalised Dashboard
View personalised dashboards by client, firm or network level. Each dashboards show an up-to-date view of individual active portfolios to monitor performance and track rebalancing actions.
Trade Visualisation
Get inside the data with sophisticated graphing that bring-to-life when buys & sells occur during rebalancing. See every transaction that Equily performed during simulation with pre- and post-trade data logs.
Play & Learn
Equily allows you to run as many backtest as needed, so you that can play with different smart rebalancing algorith, allocations, investments then compare and visualise multiple simulation runs versus one another to easily see which is the most effective strategy.