February 5, 2020

An Inside Look at PortfolioXpert

Portfolio Xpert is a dynamic platform, that can model any style of investment strategy. It gives you the ability to automate and scale your practice and deliver seamless value to your clients.  Driven by artificial intelligence utilizing quantitative analysis, with over 600 variables, in a database of 17,600+ symbols.  The inference engine runs 10 million 5 hundred calculations to deliver precise instructions to manage adaptive allocations for current conditions to ensure the best exposure and constituent mix. 

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Portfolio Xpert is a dynamic platform, that can model any style of investment strategy. It gives you the ability to automate and scale your practice and deliver seamless value to your clients.  Driven by artificial intelligence utilizing quantitative analysis, with over 600 variables, in a database of 17,600+ symbols.  The inference engine runs 10 million 5 hundred calculations to deliver precise instructions to manage adaptive allocations for current conditions to ensure the best exposure and constituent mix. 

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