Investment research house van Eyk has launched a new tactical asset allocation tool for the company’s iRate app.
iRate is the online portal for van Eyk’s clients to access its fund manager and shares research, portfolio constructions tools and model portfolios.
The enhanced version now includes the Interactive Tactical Allocation Model (ITAM) which assists advisers in making tactical asset allocation decisions and help to build long-term strategic investment portfolios.
The changes come as part of a major development program for iRate due to finish in the first quarter of 2013.
Over the next 20 years, $3.5 trillion is expected to transition across generations, marking the largest ...
Let’s start by defining what digital advice actually is. It’s not just a new channel or a flashy piece of fintech – at ...
After several years of uncertainty, the advice profession has a clear pathway forward. The next five years will bring ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin