A one minute video introduction to factorE

factorE is Streamlined Communication

factorE is a portfolio communications platform that empowers investment professionals to have personalized discussions about investment solutions.

Analyze. Propose. Present.

factorE aims to bring scalability to the wealth management vertical using improved data analytics and user feedback to optimize the way we communicate about risk.

Members Enjoy:

Seamless workflow: Integrate directly with your portfolio aggregation software

Institutional quality analytics: Factor-based analysis, portfolio comparisons and
stress-testing

Dynamic Interface: Cloud-based solution suitable for use on an iPhone, iPad, or on your desktop or laptop

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