Important note to users of the Vista operating system: Our products are not compatible with Microsoft Vista.  Users will need a machine with the Microsoft XP operating system.  If a separate machine is not available we strongly recommend installing a "virtual: XP machine on a Vista computer.  This is easy and quick.  Please see www.vmware.com for additional information.

Click on the product name for more information:

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.

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

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