Driving Business Value

Investment forecasting tool improves ability to advise clients.


An outsourced investment solution provider designs tailored financial portfolios for high net work individuals, private foundations, trusts, estates and taxable institutions.

Each client’s unique risk tolerance and goals are integral components that drive agents’ investment recommendations. The company realized that the system it had been using was rigid and prevented representatives from properly forecasting potential gains or risks associated with different opportunities. Agents were spending large amounts of time calculating scenarios, a process that was costly to the business and frustrating to the clients. Reports could only be put together for individual portfolios, preventing a holistic view of the business.

AltSource built a custom portfolio assessment tool that enabled financial professionals to better advise clients in an efficient, sustainable manner. The move from a desktop application to a web app also provides a centralized database and a single source of truth.

Solution Features
  • Allows representatives to input proposed investment changes and
    see projected results in real time.
  • Enables clients to make more accurate decisions about their
    investment options and strategies.
  • Gives detailed view of potential gain associated with a new or
    changed investment. 
  • Provides accurate information to be used for asset allocation
  • Firm-wide reports track asset allocation, variance, valuation,
    change projections and more. 
  • Automated approved actions to see what buy/sell actions would
    be needed, providing clarity and increased efficiency. 
  • Pulls information from external source with the option for a
    multiday import of data. 

Business Impact
  • Reduced time needed to review buy/sell actions by up
    to 2 hours per day.
  • Enabled agents to calculate potential investment outcomes
    in less time, facilitating faster decisions and actions.
  • Allowed agents to serve clients more efficiently.






Download Full Case Study Here