VisualMvoEfficient Solutions
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Related Products
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About
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information.
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About
Efficient Solutions (Effisols.com) offers portfolio optimization software for investment professionals and sophisticated personal investors. Their tools include VisualMvo and MvoPlus for single- and multi-period mean variance optimization, and MCRetire, a Monte Carlo retirement simulator. These applications help users design optimal investment portfolios and assess long-term financial planning strategies, all supported on Windows systems.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Businesses and investors looking for a platform to get insights, time-tested data, research, and investment opportunities
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Audience
Portfolio Optimization software for companies
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationMorningstar
Founded: 1984
United States
www.morningstar.com
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Company InformationEfficient Solutions
United States
www.effisols.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
AlternativeSoft
Supported
Broadridge 15(c) Board Reporting
Supported
Claude for Financial Services
Supported
FA Solutions
Supported
Fintech Sandbox
Supported
Magnifi
Supported
Molecule
Supported
MoneyGuide
Supported
Nitrogen
Supported
Pontera
Supported
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Integrations
AlternativeSoft
Not Supported
Broadridge 15(c) Board Reporting
Not Supported
Claude for Financial Services
Not Supported
FA Solutions
Not Supported
Fintech Sandbox
Not Supported
Magnifi
Not Supported
Molecule
Not Supported
MoneyGuide
Not Supported
Nitrogen
Not Supported
Pontera
Not Supported
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