Optimization
Our advanced simulation tools and algorithms enables advisors to optimize portfolios not just for returns but also for risk, ensuring a balanced approach that aligns with clients’ risk tolerance while aiming for optimal performance.
Backtest Suite
Our backtesting suite allows you to determine the real-world performance of the portfolio over the period of available historical data. The suite includes smart rebalancing, multiple test runs, test comparison, trading visualisation and more.
Portfolio Complexity
Our portfolio design architecture can accomodate ‘n-tier’ levels of complexity, meaning there is no portfolio that you cannot design with Equily.
Smart Rebalancing Rules
Rebalance portfolios using smart rules to track down the rebalancing premium. Equily is able to rebalance on absolute %, relative %, value and time-based.
Performance Calculator
Easy to use performance calculator brings-to-life the potential returns for curated portfolios based on simulated rebalancing criterion.