SCANalytics

What do you like best?

Easy portfolio/scenario/account setup using AdvisoryWorld. Possible to create a portfolio in a few minutes either by importing allocation from an excel sheet. Can be easily adjusted to show all of the metrics in which you are interested.

What do you dislike?

Reports are lengthy by design and out of necessity for compliance reasons. Takes some time to get used to the system.

Recommendations to others considering the product:

May be expensive. Our company has a special relationship/partnership with the product so we get a special price. Unfortunately not sure what the actual price is.

What problems are you solving with the product? What benefits have you realized?

Simplify and beautify client portfolio reviews.