LA JOLLA, Calif., Nov. 7, 2018 /PRNewswire/ -- AlphaCore
Technologies, a subsidiary of La
Jolla-based wealth management firm AlphaCore Capital,
announced today the release of version 1.0 of factorE – a
fintech tool built for intelligent investing. To provide seamless
workflow, factorE has partnered with SS&C's Black Diamond
Wealth Platform. Black Diamond users can quickly import their
portfolios and instantly understand portfolio risk factors, key
benefits include:
- Easily sync Black Diamond portfolios into
factorE
- Analyze assets, accounts, and portfolios
- Compare before/after portfolios looking at performance
and risk
- Stress test strategies and portfolios
Portfolios for Tomorrow, Today
"Our team at AlphaCore
searched for a solution to effectively manage portfolios that may
hold a combination of mutual funds, ETFs, stocks, commodities, and
alternative investments," said Dick
Pfister, CEO and Founder of AlphaCore. "We wanted to partner
with SS&C's industry-leading Black Diamond Wealth Platform to
give advisors seamless workflow for factor risk management and
portfolio reporting."
"The industry continues to evolve, and we recognize financial
professionals need a cost-effective tool to quickly and simply
analyze a portfolio's exposures to the many risk factors impacting
returns," said Steve Leivent, Senior
Vice President of Advisory for SS&C Advent, home of the Black
Diamond Wealth platform. "We are thrilled to include factorE in our
stable of partners, further enhancing the value we can deliver to
our clients."
"We believe a portfolio analytics tool should look beyond
standard deviation," said Jonathan
Belanger, co-founder of AlphaCore Technologies and architect
of factorE. "Incorporating the right factors is key,
especially for unique strategies like alternatives where a
fill-in-the-style-box approach may miss key differences between
products in the same category."
For more information or to schedule a demo, contact the
factorE team at info@myfactore.com or visit
www.myfactore.com.
About SS&C Technologies
SS&C is a global provider of investment and financial
software-enabled services and software for the global financial
services and healthcare industries. Founded in 1986, SS&C is
headquartered in Windsor,
Connecticut and has offices around the world. Some 13,000
financial services and healthcare organizations, from the world's
largest institutions to local firms, manage and account for their
investments using SS&C's products and services.
Additional information about SS&C (Nasdaq:SSNC) is available at
www.ssctech.com.
Follow SS&C on Twitter, LinkedIn and Facebook.
About AlphaCore
AlphaCore is a wealth management and
financial technology company that believes methods of asset
allocation, client communication and financial planning should
evolve with the changing markets. AlphaCore believes there is a
more holistic approach to enhancing customer relationships and
portfolio diversification to help achieve long-term goals.
AlphaCore launched factorE to meet client needs and fill a void in
the market.
Website: www.alphacorecap.com
Media Contact:
Kirk C. Strawn, CFA, CIMA
kstrawn@alphacorecap.com
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SOURCE AlphaCore Technologies