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PRODUCTS
ICE (web) Professional version
A web enabled application incorporating our popular Power Optimizer program along with revolutionary new portfolio modeling and financial planning features
ICE Plug-In Monte Carlo Simulation (web)
Review the probability of achieving financial goals
ICE Plug-In Security Analysis (web)
A web enabled application incorporating our popular Analytics and ScanData programs providing security review based on selected criteria coupled with Style and Factor analysis (In development)
ICE Plug-In Optimization (web)
Asset & Security Quadratic Optimizer with Multi-Level resampling. Find portfolios on the Efficient Frontier
Power Optimizer (PC)
Advanced multi-asset portfolio modeling & optimization
Power Plus (PC)
Save Money with this great Package.
Ramcap (PC)
Easy to Use multi-asset portfolio modeling & optimization
Ramcap Plus (PC)
Value-added package
Analytics (PC only)
Performance measurement, risk analysis, style and factor analysis, quantitative analysis of indices, securities and portfolios.


ScanData (PC)
Scan, Search & Sort Security Information
Databases (web/PC)
Asset Class, Mutual Funds, Stocks, Variable Annuities, and Closed End Funds
Using ICE: System Configuration
Java and Browser Settings
ICE - Integrated Capital Engine (web) Professional version
ICE's hybrid platform allows you to manage portfolios from any Internet ready computer or from your own pc, online or off. Build, model and compare portfolios at a multi-asset/multi-security level and perform historical hypothetical review. ICE incorporates financial planning and detailed cash flow analysis to determine whether current or model portfolios will determine such goals as retirement, major purchases and college. ICE automatically offers recommendations to correct any foreseeable shortfalls. ICE generates a NASD compliant Investment Policy Statement which is one of several dynamic reports, graphs & tables which can emailed, printed and shared.
ICE Flyer  Client Testimonials  Separate Account Data

Planning functions this product covers:
  • College/education funding
  • Investment/portfolio/securities analysis
  • Net worth/Cash flow statements
  • Portfolio Management
  • Retirement/pension planning
  • Risk management

Contact AdvisoryWorld for Pricing Information
800-480-3888 | sales@advisoryworld.com

Recommended Hardware Requirements
  • Pentium II
  • 128 Mb Ram
  • 250 MB hard disk space
  • Screen resolution 800x600(1024x768 recomended)

Minimum Operating System Requirements
  • Windows (Circle version minimum version: 95, 98, 2000, NT 4.0)
  • Internet Explorer 5.0+
  • Java support

External Equipment Requirements
  • CD ROM
  • Internet access

Demo

Plug-in products:
New plug-ins for optimization, Monte Carlo simulation, asset & security wizards, style analysis and security analysis, portfolio tracking and performance reporting.