Solutions Overview

Regardless of your background, budget, or investment philosophy, you will find our platform and community useful in building optimal portfolios for yourself or your clients. The benefits of using the Macroaxis Wealth Management Collaboration Platform include:

Accessibility and Availability

Ability to access equities from domestic or foreign exchanges including stocks, mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs), and indices; empower users to perform sophisticated portfolio analysis very quickly--even novice investors can perform a professional portfolio analysis in a matter of minutes.

Better Analysis Better Return

Never buy a stock again on just a stock tip. Build & analyze your portfolio on a risk/return basis; evaluate how the securities in a portfolio work in combination with each other(correlations) to minimize risk or maximize return, and distinguish those that work well together from those that don't.

Educated Diversification

Provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification; find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio's expected return for a given risk level.

Enhanced User Experience

Leveraging evolving Web technologies we give our users portfolio optimization software that is based on simplicity, speed, accessibility, and an enhanced user experience, making technology that was once accessible only to professional money managers available to the entire investing community. We enable investors to run complex financial analytics without downloading a single piece of software or using third-party configurations. Macroaxis Wealth Management Collaboration Platform provides several alternative ways to find optimal portfolios, which gives users full control, not only over the concentration of individual securities in the portfolio, but also over the various diversification options.

Select the solution that best fits your needs or test drive it

For investors of all levels Aggregate all your portfolios and track performance from anywhere Optimize your positions and evaluate performance across multiple portfolios Minimize total risk and maximize expected return Match your allocation profile with appropriate financial advisor Evaluate your performance against past and others Grade your retirement accounts Get advice on your existing asset Private sharing and mobile access

For Financial Advisors Index your profile on major search engines and directories Benchmark performance against others disseminate strategies Receive leads from potential investors Optimize clients' positions and determine efficient asset allocation Maximize expected return and minimize total risk Increase managed assets and pitch your performance Enhance return on technology Private sharing and mobile access

For Financial Enterprises Provide continuous and interactive client experiences Let clients access required information on demand Leverage the capabilities of Web 2.0 Allow clients access market and portfolios with mobile devices Integrate interactive financial analytics to your existing site Optimize client positions and increase expected return Maximize return on technology Private sharing and mobile access

Have Questions?