"Plan your life, let's start with your wealth"

WisdomOne offers a complete portfolio management and risk control tools for investment professionals/advisors. The Alpha Trading Desk (ATD) app is a new generation of portfolio optimizer software which integrates all our portfolio management apps in a single app platform.  It's Intuitive workflow and screen design allow users to perform complex portfolio management tasks efficiently. ATD covers the full-life cycle of portfolio management tasks, including:

  •     Asset Selection 
  •     Portfolio Construction
  •     Risk Control
  •     Portfolio Optimization
  •     Backtesting with historical data
  •     Monte Carlo simulation for long-term projection
  •     Portfolio Rebalancing

Please see ATD in action