INVESTMENT PORTFOLIO BUILDER: BUILD YOURS IN MINUTES
Portfolio Builder is an interactive tool that provides the necessary insights and analysis to assist licensed institutions.
Do away with manual calculations and spreadsheets
Portfolio Builder is designed to help users make informed decisions when comparing and analyzing portfolios and investment products. Increase time management and enhance your client’s overall experience and understanding. The interactive interface allows users to better explain diversification through easy to read visuals.
Also, the tool provides necessary insight and analysis to:
1) assigned portfolio to the right risk band
2) create optimal portfolios along the Efficient Frontier.
The tool is based on the Modern Portfolio Theory (MPT) and Hierarchical Clustering.
All-in-one investment portfolio builder to grow your profile
Retrieve price data
Plot Efficient Frontier and compare efficiency loss
View recommendations based on target return
Backtest with different rebalancing strategies
Suitable for these industries
Chief Investment Officers
Improve efficiency and save time
Bambu’s investment portfolio builder empowers businesses, independent advisors and investors with systems that streamline key processes and maximise efficiency. Our products achieve this while complementing your overall wealth management goals, so why wait?