Professional Advisor Tool Packages
Compare Packages Side by Side
 | *Proprietary portfolio simulator essential for advisors who are testing, comparing and re-balancing portfolios. * APR, Sharpe Ration and Standard Deviation access for 3, 5 and 10 year review. * Instantly view P/E Ratio Current, 5yr average, and Forward looking. * View Yield for stocks, mutual funds and CEF at the click of a button. * Dow 30 instant access to enhance your efforts. * Dividend Aristocrats at the touch of a button for your portfolio testing. * Quick access links to the tools, sources and other important locations you use during workday/portfolio design and management process. * Drill deeper into investments using Google, Yahoo and NASDAQ search results and hyper-links. * Get price and volume data for past 12 months using optional widget. * Save work in progress instantly when you get interrupted. * Build & Store 8 different portfolios ANYTIME you want. * Easily combine your 'core' investment options with others you choose from our database. * Up to 50 positions in a portfolio. * Hide and expand data lookup for streamline access to the platform. * Design your dream portfolio from a database of over 46,000 investments. * Change/edit your portfolios whenever & however you want. * Export & Save any portfolio in an excel CSV format. * Convenient market watch widgets. * All data updated monthly. *Click to Try an Advisor Diamond Package 401k-Checkup   | ||
 | *Proprietary portfolio simulator essential for advisors who are testing, comparing and re-balancing portfolios. * APR, Sharpe Ration and Standard Deviation access for 3, 5 and 10 year review. * Dow 30 instant access to enhance your efforts. * Build & Store 8 different portfolios ANYTIME you want. * Easily combine your 'core' investment options with others you choose from our database. * Up to 50 positions in a portfolio. * Design your dream portfolio from a database of over 46,000 investments. * Change/edit your portfolios whenever & however you want. * Export & Save any portfolio in an excel CSV format. * Convenient market watch widgets. * All data updated monthly. *Click to Try an Advisor Gold Package 401k-Checkup  | ||
 | *Proprietary portfolio simulator essential for advisors who are testing, comparing and re-balancing portfolios. * APR, Sharpe Ration and Standard Deviation access for 3, 5 and 10 year review. * Enhanced custom portfolio designed by you. * Easily combine your 'core' investment options with others you choose from our database. * Choose up to 15 of your preferred/favorite investments. * Utilize 5 - 15 additional open choices from our database. * Save any portfolio with a convenient EXPORT feature. * Modification of preferred options allowed on a monthly basis. * All data updated monthly. *Click to Try an Advisor Silver Package 401k-Checkup  | ||
 | *Proprietary portfolio simulator essential for advisors who are testing, comparing and re-balancing portfolios. * APR, Sharpe Ration and Standard Deviation access for 3, 5 and 10 year review. * Custom portfolio designed by you. * Choose up to 15 of your preferred/favorite investments. * Save any portfolio with a convenient EXPORT feature. * Modification of preferred options allowed on a quarterly basis. * All investment data updated monthly. **Monthly option modifications allowed for an additional $25/quarter *Click to Try an Advisor Bronze Package 401k-Checkup  |
As a professional advisor competing in an industry that gives lots of options, setting your firm apart from the crowd can be the reason potential clients choose your services and why existing clients retain your management. 401k-Checkups™ are useful with clients when showing how you add value to them by employing advanced portfolio analysis and by being an expert user of such a cutting edge tool. The added value you bring from experience, knowledge, processes and tools developed over a career are why your clients seek your advice and services.
401k-Checkups™ help you avoid…
Failing your clients when you are unable to provide fresh insight they cannot gain for themselves.- Disappointing new prospects when you don’t have tools that help you create a unique value proposition.
- Alerting regulators and auditors when you lack documentation supporting your advisory/fiduciary efforts.
401k-Checkup™ Professional Subscription
You as a Professional Advisors and/or Asset Manager develop processes for analyzing risk, valuation and potential reward of each investment included in your portfolio. Once you have determined the individual components of your portfolio, the final allocation you settle on is a subjective decision. After your portfolio is constructed and funded, additional systems and processes are needed for ongoing evaluation and assessment of each investment and how they affect the portfolio as a whole.
401k-Checkups™ were developed to assist the ONGOING evaluation of an investment portfolio’s design. Each 401k-Checkup™ Report lets you input a current allocation and compare that allocation to 1,000 other possible allocations, including a maximum APR allocation and the 401k-Checkup™ “target” allocation. Each report provides an overall risk-reward analysis of your portfolio behavior. You gain valuable insight into allocation possibilities that can have dramatic effects on outcome. Identifying how much risk can be anticipated also allows your client to be better prepared emotionally when market swings inevitably occur.
401k-Checkups™ help you as a manger assess how your portfolio “parts” work together. This professional advisor tool gives you insight about optimizing allocations by identify how each component “part” influences the whole portfolio. A 401k-Checkup™ Report does not accept or reject any of your individual investments, rather it assess each investment’s influence on the portfolio over the time period you choose. Using this added information can help confirm your portfolio design is performing as you intended or it may identify areas where a potential re-design could improve your final portfolio construct.
Your 401k-Checkup™ Subscription lets you run unlimited Professional Advisor Tool checkups. This will allow you to see how your potential re-design changes can affect overall portfolio design risk. You also receive four (4) Advance Scan reports each quarter for a broader look over multiple time frames. Discover for yourself what other professionals have found…401k-Checkups™ add valuable confirmation to your portfolio design!
As a professional advisor competing in an industry that gives lots of options, setting your firm apart from the crowd can be the reason potential clients choose your services and why existing clients retain your management. 401k-Checkups™ are useful with clients when showing how you add value to them by employing advanced portfolio analysis and by being an expert user of such a cutting edge tool. The added value you bring from experience, knowledge, processes and tools developed over a career are why your clients seek your advice and services.
Investing in 401k-Checkups™ is investing in your future success!
