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.
Auto-Configure
Investment Plans
Get straight into business with pure investment or investment-linked insurance portfolios optimally configured-to-go
Re-Balance/
Re-Calibrate Portfolios
Generate re-balancing options for under/over-risked portfolios or re-calibrate when customer changes goals or risk level
Train From
Unbiased State
Use insights of your distributors’ preferences as they adjust the optimizer’s suggestions to train the baseline model
API-First
Anytime
Be free or get our help to integrate for D2C sales, pre-advisory, engagement or intermediated advisory
Use Case Examples
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.
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.
