DiversiviewLENSELL
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Related Products
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About
Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier
to automatically keep track of your portfolio.
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About
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance.
With Diversiview, users can:
-Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more.
-Examine diversification in detail at the individual investment level.
-Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations.
-Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA).
- Run backtests to assess portfolio strategy performance over time.
Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises and professionals seeking a private wealth service solution to keep track of all their assets
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Audience
Retail investors, Financial advisors, Financial planners, Investment professionals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
For individual, non-commercial use: buy and use credit points on demand
For business/commercial use: Subscription White labelling and API integration available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClaritus
United States
claritus.io
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Company InformationLENSELL
Founded: 2020
Australia
diversiview.online
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Alternatives |
Alternatives |
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Categories |
Categories |
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Stock Portfolio Management Features
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
Fidelity
Interactive Brokers
Robinhood
Alpaca
Bank of America Business Advantage
CAS 360
Charles Schwab
Chase Business Complete Banking
CommSec
Sharesight
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Integrations
Fidelity
Interactive Brokers
Robinhood
Alpaca
Bank of America Business Advantage
CAS 360
Charles Schwab
Chase Business Complete Banking
CommSec
Sharesight
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