Version 1.2.1 of Ripsaw® Wealth Tools is Out!
Ripsaw's mission is to provide independent screening and evaluation tools in order to manage your wealth more efficiently. This major release has many improvements and fixes, but most importantly we are....
Introducing the Ripsaw Optimizer™!
Your asset allocation decision can be the most time-consuming and calculation intensive activity in wealth management. The Ripsaw Optimizer™ is a powerful algorithmic engine that is designed to solve for your preferred asset allocation among numerous investments comprising 56 risk exposures across many accounts with one click! Your preferred asset allocation may include a variety of personal constraints including tax-preferred account allocations and tactical performance positions. The Ripsaw Optimizer™ is ideal for portfolio construction, revision, rebalancing, managing cash inflows and outflows and analyzing the investment portfolio implications of life events (e.g., receiving social security and pension benefits, home purchase, sale and mortgage financing).
The process of getting to your most-preferred asset allocation is likely to be iterative. Observe a solution, add a new investment and/or a tactical position constraint and re-optimize. See the examples in the Using the Ripsaw Optimizer Tutorial.
Coming soon, we will provide the video tutorial Using the Ripsaw Optimizer™ and an analysis wizard feature within the Ripsaw Optimizer™ for identifying investments to include in your accounts that will improve your asset allocation decision upon re-optimizing.