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The Expert Allocator, asset allocation software for consultants, plan sponsors, and investment managers, featuring downside risk and Markowitz mean-variance optimization.

The Expert Performance Analyst, in-depth MPT and Post-MPT analytics and graphics for analyzing performance of portfolios, market indices, investment managers, and mutual funds.

Capital Market Data, extensive return history for domestic and international indices for use with The Expert Allocator and Expert Performance Analyst.

The Risk Advisor, risk tolerance assessment and portfolio selection software using the latest advances in behavioral finance and psychometrics.

PropGen, our asset allocation proposal generator for financial institutions and their advisors, incorporating risk tolerance assessment, portfolio optimization, and Monte Carlo simulation.