Life Cycle Advisor (LCA) Investment automates your investment process starting with the client profiling then generating an optimized (Markowitz) rebalancing proposal and finally monitoring of all your custody accounts.
Inquiring
Calculating
in a well-defined manner client preferences client restrictions and client assets.
and optimizing (Markowitz) each individual investment proposal in a second.
Monitoring
Outputting
resulting custody account for corporate strategy compliance each day.
a high-quality proposal in digital form and as hard- copy as the basis for discussion and agreement.