360-Portfolio®

Overview

360-Portfolio® is an investment portfolio simulator that generates optimal asset allocation and facilitates hands-on portfolio construction where you can maximize engagement and eliminate uninformed decisions.

Features

con2

Auto-Configure
Investment Plans

Get straight into business with pure investment or investment-linked insurance portfolios optimally configured-to-go

icon3

Re-Balance/
Re-Calibrate Portfolios

Generate re-balancing options for under/over-risked portfolios or re-calibrate when customer changes goals or risk level

port1

Train From
Unbiased State

Use insights of your distributors’ preferences as they adjust the optimizer’s suggestions to train the baseline model

happi4

API-First
Anytime

Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory

Use Case Examples

Icon 0038

Lifecycle
Reviews

Most customers’ insurance and investment portfolios remain static over time, despite changes in priorities. Use the 360-ProVestment® and 360-Portfolio® together to determine the budget re-allocation and the new re-optimized investment portfolio for the new future.

Icon 0039

Build-Your-
Own-And-Test

Advisors and customers have their opinions about the choice of funds, allocation or expected returns. Show the impact on the volatility anticipated and their goals. Let them personalize and help them optimize. Better still, unify investment and insurance optimization with 360-ProVestment®.

Unleash Richer Experience!

Combine 360-Portfolio® with other 360F API services. For example, use with 360-Mira® to get risk-return suggestions that can be auto-implemented upon consent to effect a new optimal investment portfolio and projected outcome on the priorities.

360