MutualFundWire.com: Wilshire Newest Offering
MutualFundWire.com
   The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Tuesday, January 29, 2002

Wilshire Newest Offering


Wilshire Associates is launching its newest tool, iQuantum, which is designed to provide portfolio performance and risk management analysis. The product will be made available to financial advisors via the Internet.

The offering is priced at $1,000 a month. The system utilizes multi-factor models which provide risk and attribution analysis. Wilshire has designed its new platform to offer its analysis in real-time.

The firm also claims that iQuantun's tools can pinpoint sources of total risk and to communicate potential risk to the consultant. The service also includes the following features:
  • custom blended benchmarks for equity fund analysis,
  • automated reporting with email or download options,
  • graphics for displaying reports in PDF, HTML, or Microsoft, Excel formats,
  • secure storage and transfer of portfolio data and analytics,
  • and training and support provided by Wilshire's product specialists.
"iQuantum is a breakthrough product for financial advisors who want to maximize their client's investment returns while ensuring that the risks are appropriately managed," contended Dennis Tito, Wilshire Associate's founder and ceo. "By developing a first-of-its-kind Web-based product, Wilshire can offer institutional-level analysis and insight at an affordable cost for the investment professional."


Printed from: MFWire.com/story.asp?s=27282

Copyright 2002, InvestmentWires, Inc.
All Rights Reserved
Back to Top