Fintech Integration Marketplace

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factorE (Alphacore)

factorE is a wealthtech tool built for intelligent investing. Powered by machine learning, factorE uncovers the risks and exposures of multi-asset portfolios through visual simulations on a single, easy-to-use interface. AlphaCore designed factorE to help advisors, portfolio managers and analysts better understand the factors impacting today’s diverse portfolios.

With factorE, users can:

  • Show clients the risk factors in their portfolios through easy-to-understand graphic representations.
  • Evaluate the exposures of alternative strategies in one simple interface.
  • Design highly customized alternative allocations with confidence.
  • Perform scenario analysis by stress testing a portfolio in various economic conditions.
  • More effectively incorporate investments with short track records by simulating performance using their factor exposures.
  • Compare and contrast entire portfolios, specific sleeves, or individual managers. Financial professionals can easily demonstrate why changes are made to a portfolio and how the changes may help clients in achieving their financial goals.
  • Building Portfolio
  • Viewing Assets, Accounts, Portfolios
  • Making Changes
  • Comparing
  • Customized PDFs

Companies that integrate with factorE

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.

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