Upcoming Features

Technology is a relentless pursuit of making complicated and laborious tasks easier and simpler. We are in this pursuit to make your business easier to manage and massive information simpler to decipher and utilize. We have in the pipeline the following major features to roll out to you in no time:

1. Portfolio Builder with Efficient Frontier and Monte Carlo Analysis

Portfolio Builder will enable you to construct and recommend a portfolio based on stochastic modeling like Efficient Frontier and Monte Carlo analysis to quantify portfolio volatility and perform portfolio optimization, therefore improve your sales proposition to your clients. Once the recommended portfolio is accepted by your clients, you can transact straight-through with iFAST without additional data entry as the information in the recommendation will be pre-populated onto iPASS/iSIGN module.

2. Adviser Matrix Enterprise Edition

Enterprise Edition puts you in complete control of your firm with a centralized database that is accessible to your advisers. Administration and operations can be streamlined with the same set of comprehensive information utilized across various business units, minimizing data duplication and errors in the process. Advisers will be able to work more efficiently with information shared and downloaded easily. You can have an overview of your business progress in terms of sales, revenue, AUA, adviser group productivity and generate analytics to zero in on areas for improvements.

Are these exciting features that will greatly enhance you and your advisers' productivity? If you have better ideas, we welcome your feedback and suggestions to improve our solutions. Please email your ideas to support@vervetec.com

Thank you.