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:
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Accessibility and Availability
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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.
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Better Analysis Better Return
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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.
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Educated Diversification
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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.
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Enhanced User Experience
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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
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Aggregate all your portfolios and track performance from anywhere |
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Optimize your positions and evaluate performance across multiple portfolios |
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Minimize total risk and maximize expected return |
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Match your allocation profile with appropriate financial advisor |
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Evaluate your performance against past and others |
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Grade your retirement accounts |
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Get advice on your existing asset |
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Private sharing and mobile access |
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For Financial Advisors
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Index your profile on major search engines and directories |
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Benchmark performance against others disseminate strategies |
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Receive leads from potential investors |
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Optimize clients' positions and determine efficient asset allocation |
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Maximize expected return and minimize total risk |
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Increase managed assets and pitch your performance |
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Enhance return on technology |
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Private sharing and mobile access |
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For Financial Enterprises
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Provide continuous and interactive client experiences |
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Let clients access required information on demand |
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Leverage the capabilities of Web 2.0 |
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Allow clients access market and portfolios with mobile devices |
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Integrate interactive financial analytics to your existing site |
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Optimize client positions and increase expected return |
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Maximize return on technology |
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Private sharing and mobile access |
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