As Ripsaw Wealth Tools continues to grow people are saying great things!
“Say goodbye to spreadsheets! Automate your investment process with Ripsaw Wealth Tools. This unique independent subscription service combines electronic access to fundamental security data with all your assets and liabilities and a set of tools for managing customized portfolios. Enormous productivity is achieved with its optimizer and assist tools for wealth portfolio management.”
- Frank J. Fabozzi
Editor, The Journal of Portfolio Management
Editor, The Journal of Financial Data Science
See more at our new Testimonials page!
Ripsaw Optimizer™, Now with Assist™
The Ripsaw Optimizer™ is designed to solve for your preferred asset allocation across numerous securities with 56 risk dimensions across many accounts with one click. These portfolio optimization tools allow you to set your unique constraints and find solutions to manage your wealth portfolio close to your defined benchmark.
An “Assist” tool identifies underweights in your portfolio, screens for available investments that satisfy those characteristics, adds them to their account(s) and performs an updated optimization.
The response to our Assist™ Tool has been great since its release last month. We want to make it easier for more of our members to leverage. Today we are releasing the new video tutorial. In this tutorial we will show you how to use Ripsaw Assist™ by walking through two examples of portfolio construction and revision that is more automated.