20 hours a month is spent comparing clients’ portfolios with other options.
We bring you the critical data to give you back 19 of those hours.
Time spent using poor technology and explaining issues to your clients can cost you five weeks per year in time lost. We help you to save time and simplify your business.
What used to take you 11 steps to build a client's portfolio, now only takes only 3 with Correlate.
Compare your recommendations against your client's portfolio to demonstrate the impact. Make changes on the fly right in front of your client.
Easily add, adjust, and remove funds to determine the best portfolio for your clients.
Generate a formatted recommendation that is tailored to the needs of your client with the level of detail that they require.
We’ve optimized Correlate for Tablets too.
Use industry leading data for your analysis. We are powered by Thomson Reuters.
Compare Mutual Funds, ETFs and Segregated Funds. Select the right products for your clients.
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