Investment Technologies Introduces a New Asset - Allocation Proposal Generator Product for Brokers & Advisors

Developing asset allocation proposals for high-net worth clients just got easier for wealth management professionals. IT's PropGen® system is a web or server based platform that helps financial institutions and their advisors efficiently deliver advice to their wealth-management clients, while retaining their brand and avoiding costly systems development and integration. The platform incorporates three primary modules that address the latest in portfolio and behavioral theories – risk tolerance assessment, portfolio optimization, and Monte Carlo simulation.

"Investors are increasingly relying on advisors for help managing their portfolios," said Brian Rom, President. "We've designed a platform that integrates sophisticated portfolio technologies with an efficient delivery mechanism that will allow advisors to develop meaningful investment strategies for their clients while minimizing the amount time they need to spend on non-productive tasks such as data entry and report generation."

The Asset-Allocation Proposal Generatorâ can be deployed as a stand-alone system or integrated with an institution’s CRM and client-servicing databases. The system consists of three separate consoles – broker/advisor, administrative, and analyst. Each is designed to make the brokers/advisors task of completing accurate, robust, useful client proposals as simple as possible.

Investment Technologies was founded in 1986. Since then IT has provided solutions worldwide to hundreds of brokerages, advisory firms, institutional investment managers, investment consultants, independent financial planners, 401(k), 403(b) and 457 plan service providers, Internet financial portals, and corporate retirement plan sponsors.

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