Portfolio Tools

Manage portfolios from end to end within a single platform

Synthesize technology and streamline the portfolio management process — allowing you to focus on driving client engagement and growing your business.

Performance Measurement

Our digital experience helps enable advisors to:

Share the right story

Synthesize technology

Simplify the process

Key Functionality

Move Beyond Report-Based Performance

  • Account & Portfolio Performance

Rates of Return: Time-weighted and money-weighted

View daily returns and over custom periods of time.

Asset allocation by account or by household

  • Benchmarking & Risk Indicators

Choose up to five benchmarks — industry and custom-blended.

Risk indicators include standard deviation, beta, alpha, and Sharpe ratio.

  • Streamlining Performance

Performance scheduling at specified frequencies

Automatically run performance when a user brings a client or account into context

  • Enhanced Convenience

Data quality transparency via the Data Status Indicator

Advisors and investors can view performance results within eMoney2.

Support for multiple devices

Upcoming enhancements

  • Multi-custodial performance
  • Import returns from other performance systems
  • Asset class performance with security-level details
  • Composite performance
  • eMoney Vault integration2

WealthscapeSM Advanced Modeling & Rebalancing

A flexible portfolio construction and management solution for advisors.

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Performance Measurement

Our digital experience helps enable advisors to:

Share the right story
  • Powerful data visuals
  • Intuitive interface
  • Custom criteria to modify the experience for each unique investor
Synthesize technology

Integrations with Wealthscape:

  • Allow advisors to access accurate performance details within seconds
  • Support a streamlined approach to portfolio management
Simplify the process
  • A digital experience enables on-demand access to performance information across devices.
  • Deep integrations with Wealthscape and eMoney2 help connect portfolio performance to investor goals.

Key Functionality

Move Beyond Report-Based Performance

  • Account & Portfolio Performance

Rates of Return: Time-weighted and money-weighted

View daily returns and over custom periods of time.

Asset allocation by account or by household

  • Benchmarking & Risk Indicators

Choose up to five benchmarks — industry and custom-blended.

Risk indicators include standard deviation, beta, alpha, and Sharpe ratio.

  • Streamlining Performance

Performance scheduling at specified frequencies

Automatically run performance when a user brings a client or account into context

  • Enhanced Convenience

Data quality transparency via the Data Status Indicator

Advisors and investors can view performance results within eMoney2.

Support for multiple devices

Upcoming enhancements

  • Multi-custodial performance
  • Import returns from other performance systems
  • Asset class performance with security-level details
  • Composite performance
  • eMoney Vault integration2

Additional Resources

Advanced Modeling & Rebalancing

Fully integrated with Wealthscape, Advanced Modeling & Rebalancing builds on our core solution and will feature household rebalancing, tax-aware capabilities, and asset class model construction and rebalancing.

Deeply anchored

Generate efficiencies

Expanded capacity

Key Functionality

Builds on our core solution, facilitating a more efficient approach to portfolio management

  • Household Rebalancing

Treat a group of related clients or accounts as a "household" — a single portfolio of assets — to collectively streamline assignments to target models and rebalancing.

  • Asset Class Modeling & Rebalancing

Build models and monitor allocation of accounts and households based on the security classifications: asset mix, geography, market cap, style, and sector.

Fully integrated with Wealthscape, Advanced Modeling & Rebalancing builds on our core solution and will feature household rebalancing, tax-aware capabilities, and asset class model construction and rebalanci
  • Tax-Aware Capabilities

Access a view into the tax situation and estimated taxable gain or loss implications of each account or household prior to and after rebalancing.

  • Drift Reporting

Run drift reports for accounts or households to help determine if a rebalance needs to be run.

Core Functionality

Modeling

  • Individual Security Modeling
  • Composite Modeling
  • Drift Reporting
  • Modeling Detail Reports

Scale & Accuracy

  • Real-time pricing
  • Custom trade minimums and thresholds
  • Intraday positions and balances

Rebalancing

  • Individual Security Rebalancing
  • Account Rebalancing
  • Rebalance Fidelity Workplace Accounts

Advanced Modeling & Rebalancing

A flexible portfolio construction and management tool designed to help support your firm's unique investment strategies.

Comprehensive

Holistic functionality includes:

  • Household rebalancing
  • Tax-aware capabilities
  • Asset class model construction and rebalancing
Deeply Anchored

Integrations with Wealthscape support:

  • Accelerated rebalancing turnaround times
  • Leverage trade-ready data in model creation and rebalancing decisions
Scalable
  • Streamline portfolio workflows and help limit transactional and operational costs.
  • Rebalance up to 15 accounts simultaneously as a household
  • Real-time pricing

Key Functionality

Builds on our core solution, facilitating a more efficient approach to portfolio management

  • Household Rebalancing

Treat a group of related clients or accounts as a "household" — a single portfolio of assets — to collectively streamline assignments to target models and rebalancing.

  • Asset Class Modeling & Rebalancing

Build models and monitor allocation of accounts and households based on the security classifications: asset mix, geography, market cap, style, and sector.

  • Tax-Aware Capabilities

Access a view into the tax situation and estimated taxable gain or loss implications of each account or household prior to and after rebalancing.

  • Drift Reporting

Run drift reports for accounts or households to help determine if a rebalance needs to be run.

Core Functionality

Modeling

  • Individual Security Modeling
  • Composite Modeling
  • Drift Reporting
  • Modeling Detail Reports

Scale & Accuracy

  • Real-time pricing
  • Custom trade minimums and thresholds
  • Intraday positions and balances

Rebalancing

  • Individual Security Rebalancing
  • Account Rebalancing
  • Rebalance Fidelity Workplace Accounts

Firm Resource Toolkit:
Wealthscape Portfolio Tools

Discover resources to answer common questions, help communicate to users, and explore the capabilities of Portfolio Tools.

Access Toolkit

Proposal Generation and Fee Billing

Proposal Generation1

Deliver a proposed investment solution with a streamlined implementation process that will serve traditionally advised as well as fully digital clients.

Fee Billing1

Fee Billing aims to help advisors reduce manual labor in invoicing by allowing advisors to bill clients based on their client preferences.

 
 

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