Analyze client portfolios with 360° Evaluator
A portfolio analysis tool to create more ‘aha’ moments
Use 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors and much more. Share customizable client reports to show clients the value of what you do.
3 ways advisors are analyzing portfolios with 360° Evaluator
Build, blend and analyze portfolios
Save prep time and wow clients
Show your value and build confidence
POWERED BY Aladdin®
Put the power of the Aladdin platform at the heart of what you do.
Use 360° Evaluator to deliver a holistic portfolio analysis, powered by Aladdin, to help you make investment decisions with greater clarity in less time.