What-if

Who is this for?

Wealth Firms

Upsell new investment ideas to your existing clients

Family Offices

Test how a new private asset affects your portfolio

Asset Managers

Showcase how your investments affect investors’ overall portfolios

Fund Managers

Illustrate how the addition of your fund enhances an existing multi-fund portfolio

Wealth Firms

Increase advisor productivity and client engagement

Asset Managers

Normalize portfolio analytics across listed and unlisted assets

Fund Managers

Enhance investor reporting with a dynamic interactive tool

Family Offices

Consolidate all investments and improve stakeholder reporting

Easily create the base and 'What-If' scenario

Create your base portfolio or fund

Quickly showcase to the client a better outcome

You can analyse all these assets and use our Insights to give you answers quickly