Personalize the
investment experience.
Choice
Intuitive technology with advanced
filtering capabilities empowers you to
explore and select investment strategies
with a true sense of autonomy.
A connected experience
The tool is seamlessly integrated
within the Advisor Desktop, creating a
unified experience and eliminating the
hassle of managing separate logins.
Expert insight
Access market research and
investment commentaries provided
by our Investment Management Unit,
designed to help you gain perspective.
The Portfolio Evaluator is designed to help you identify
best-fit investment strategies for your clients, no matter
their timeline or goal. A streamlined investment research
process can help you make efficient and informed
decisions, together with your clients.
Key benefits.
Find an investment strategy
BY GOAL
BY TAX SENSITIVITY
BY INVESTMENT VEHICLE
BY TYPE
Tax-
managed
Tax-
aware
Mutual
funds
Strategy
family
SMAs Funds
Grow Preserve Spend
ETFs
Mutual
funds &
ETFs
