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CMP “Dashboard” where you can view several indices, including partner indices such as the S&P North American indices, portfolios you have created or shared with colleagues and clients. Save your favorites. View, edit and download fact sheets.
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“Create Portfolio” where you can create a portfolio in three different methodologies. Manual for creation of chosen, known constituents; non rebalanced to create a portfolio where the back test results are no rebalanced, and rebalanced.
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“Compare” – see how your created portfolio compares against any portfolio/index in the CMP universe.
In MyAccount - Select dark mode/ light mode based on your viewing preference.
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Download the mobile app. Create a portfolio on the go. Same functionality as the desktop version. Portfolios created on the desktop will appear on the mobile app and vice versa.
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Perfect for showing clients when on the road. Send portfolios to them based on your suggestions.
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https://apps.apple.com/in/app/createmyportfolio/id1587542039
https://play.google.com/store/apps/details?id=com.portfolioprod.app
Product Description
About this Product
Intuitive Direct & Bespoke Index creation technology:
- Build your desired portfolio / index easily
- Highly scalable: greater than 250k simultaneous back tests
- Portfolio Optimization
- Smart Beta: your and/or 3rd-party risk models
About ALLINDEX
ALLINDEX is a SaaS FinTech
We provide technology and expertise to create bespoke indexes & model portfolios for wealth & investment managers and the broader financial services industry. Our next generation investment platform is an easy-to-use point and click index creation tool, with heuristic and portfolio optimizers allowing you to run comparisons against existing indices
With FINDALL, our a first of a kind AI-based tool enables users to search relevant companies associated with any thematic topic and see results in minutes. ALLINDEX addresses the problem with creating relevant thematic portfolios in an efficient and intuitive way.
ALLINDEX continues to develop innovative technologies. Our soon to be launch recommendation engine will push appropriate themes to RIAs for their clients based on investment history and evolving interests.
ALLINDEX can build any index to your specification
Other Products from ALLINDEX
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Serving RIAs Since
Discount for Schwab Clients?
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.
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