Product Description

About this Product

  • factorE - a portfolio risk discovery platform for efficient advisors:
  • factorE uncovers, analyzes & stress tests portfolio risks.
  • factorE empowers discussions about investment solutions.  
  • factorE offers a unified lens to incorporate alternatives.

About AlphaCore Technologies, LLC

factorE is a portfolio risk discovery platform that enables its users to communicate effectively about risk in ways they may not have been able to before, particularly with regard to portfolios including alternatives.
As asset allocation has evolved, for most allocators, analytics have not. Many solutions do not fit in a style box, and risk cannot be understood by a single number or just by analyzing equity and bond factors/levers. factorE addresses that problem with institutional quality factor-based analytics & stress testing.

factorE then offers a dynamic interface for investment proposal generation. factorE’s all-in-one solution allows its users to streamline the investment conversation, from analyst to client.

Product Details

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Category

Research & Analytics, Risk Analysis
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Serving RIAs Since

2018
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Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.