ready-to-use wealth management analytics

Pitchlet is a ready-to-use wealth management analytics presentation in which financial analytics can be created rapidly and distributed instantly through various channels. It is the final output of Applied Financial Engineering. Pitchlet offers free equity correlation, performance analysis, real-time portfolio optimization, market and industry browsers, as well as ETF explorer.

With Pitchlet, you have what you need as a financial institution to maximize returns on intellectual property, which is created by financial engineers, analysts, and quantitative developers. This gives you more value in maximized returns on technology, enhanced return on assets, and increased asset under management.

With Pitchlet and their financial analytics, you can say goodbye to static reports, spreadsheets, and BI Platforms. Instead of searching through hundreds of pages of printed material you will be able to view all, you need in just one glance in a variety of styles that will give you the edge by allowing you to analyze information faster and more efficiently.

You may not be wondering exactly what is Pitchlet. To answer this question, Pitchlet is the final output of Applied Financial Engineering, which can be distributed through many different channels such as email, public websites, private websites, as a standalone desktop presentation and more. With the innovative techniques, financial professionals will be able to graphically present all investment recommendation, strategies, performance results, and attribution analysis to management, vendors, and clients.

Using the ETF browser you will be able to examine exchange-traded funds is a more structured and with only one click of your mouse. The ETF’s are organized in where you can efficiently view categories and families so you can examine and compare the different forward-looking indicators, fundamental, and statistical outlook easier and faster than before. Therefore, cutting down on the hours it would take normally to do such tasks. Not only will the ETF browser save you find, but you can also build a portfolio of traded funds and evaluate their effectiveness or the risk tradeoff.

The Industry browser does practically the same only you have the ability to view by industry groupings such as Basic Materials, Conglomerates, Consumer Goods, Financial, Healthcare, Industrial Goods, Services, Technology, and Utilities. You can compare all sectors one against the other for fundamental, statistical, or forward-looking indicators. In addition, like the above browser you can build your portfolio with ease.

With the Portfolio Optimizer, you will have the ability to construct a basic Markowitz Efficient Frontier that will represent variously weighted combinations of your portfolio's assets, yielding the maximum potential expected return at any level of portfolio risk. It also identifies the optimal portfolio on the competent frontier for your desired level of risk. The fields you will be will able to view with just one click includes the list of symbols to build your frontier, the start date, the end date, the precision to round the calculations, the risk level on a scale from 1 to 100 and the minimum return the asset should generate.