Annual

$1850.00/year

$155.00/month

Monthly

$185.00/month

Enterprise Subscription

For more information about bulk licensing and enterprise plans please contact us.

Call 858-875-4100

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With factorE, financial professionals can easily and efficiently demonstrate why changes are made to a portfolio and how the changes may help clients in achieving their financial goals.

 

  • Show clients the risk factors in their portfolios through easy-to-understand graphic representations
  • Evaluate the exposures of alternative strategies in one simple interface
  • Design highly customized alternative allocations with confidence
  • Perform scenario analysis by stress testing a portfolio in various economic conditions
  • More effectively incorporate investments with short track records by simulating performance using their factor exposures