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Portfolio > Portfolio Construction

4 apps for portfolio analysis

By David Port

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We all want to be better, faster and stronger, without necessarily working harder. These robust portfolio analysis tools give you an edge on your less tech-savvy peers, providing modeling tools, investment screening and message archiving that will give you greater access to the data you need, while also helping you stay compliant.

For more app advice, check out the rest of our series:

3 classic tech tools

3 apps that let you work from anywhere

5 free apps every advisor should know about

5 social media apps that make networking easy

5 apps for a paperless (or paper-light) office

MoneyGuidePro

1. MoneyGuide Pro.

PIETech’s outstanding financial planning software has carved out a devoted and growing following.

Hidden Levers

2. Hidden Levers.

A leading-edge, subscription based set of portfolio analysis tools for a world where the traditional 60/40 investing model is becoming obsolete, with portfolio stress testing, macro scenario modeling, investment screening and client-facing reports and infographics.

Global Relay

3. Global Relay.

Compliance is not optional, so neither is a robust and proven message archiving tool such as Global Relay, designed specifically for FINRA-regulated firms.

Nest Egg Estimator

4. Nest Egg Estimator.

One of the top-rated and most popular financial apps for the Android, no surprise given the heightened interest in securing income and assets through retirement. The app projects income, taxes, assets, debt and more based on a range of inputs.

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