What is the Portfolio Comparison feature?

The portfolio comparison tool allows you to compare up to five portfolios against one another, whether it is model portfolios, or a client’s current portfolio against a proposed new portfolio.
 
From the comparison tool review the portfolio holdings, sector exposure and performance returns to see where the similarities and/or differences lie.
 
You can also view four quantitative charts to look at Growth of $10k, the risk/return, period returns and drawdown analysis.
 
Click here to learn more about how to use this feature...
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