Analyze client portfolios with 360° Evaluator

360° Evaluator helps advisors ensure portfolios are designed to perform the way they’re intended and makes it easy to share essential information with clients. Drawing on data and analytics from Aladdin, 360° Evaluator empowers advisors to quickly and easily see the key attributes of a portfolio, compare it to other portfolios, and optimize for market movements and clients’ evolving needs.

Communicate investment ideas to clients easily and in visually appealing ways. 360° Evaluator’s client report contains a portfolio summary that highlights portfolio holdings, analytics, insights, and more. Simplify your pre-meeting prep and enhance the client experience by using the report to help you set the framework for client meetings and enable more meaningful conversations with your clients.

Compare your proposed portfolio side-by-side with your prospect’s current holdings to highlight the potential impact your proposal could have on their investments and outcomes. Further demonstrate your value with portfolio-specific insights and personalized reports that show how you could help change their financial outlook and help them reach their goals.