 |
| Sign Up Free |
Client Login |
| Receive Newsletter |
The Advisor to the Advisors
The Hedgeable Advisory Platform gives you the ability to manage a portfolio like the greatest investors in the world. This powerful platform is available to anyone who manages over $5 million. This includes Investment Advisors, Family Offices, Financial Planners, High Net Worth Managers, and High Net Worth Individuals. The platform is provided on demand, through the Hedgeable site.
The Advisory Platform is currently offered in a limited, FREE Private Beta version. Please email us at info@hedgeable.com to receive an invitation. Below is a snapshot of some of the products that will be available on the platform.
The financial crisis exposed a crucial problem for portfolio managers: "How do I know when to sell?"
Using Hedgeable's proprietary IP, you can eliminate losses & grow the portfolios you manage for the long term with a few trades per year. No market timing, leverage, derivatives, or shorting needs to be used. Access this one of a kind hedging and risk management technology chronicled in Barron’s, The New York Times, & Reuters.
The Dynamic Advisor works on portfolios with an unlimited number of securities (stocks, ETFS, and mutual funds) and an unlimited account size.
Download our 2010 Dynamic Advisor Fact Sheet
Features
• Pure Software as a Service (SaaS) solution accessed online, on demand. You never have to download or integrate any software.
• Best of breed technology and cutting edge investing thought. Get a leg up on your competition.
• Can be used for money managers both large and small.
• Secure ssl encrypted connection so you know all your data is safe.
• Investing and front office solution. No accounting, tax, back office, CRM, or legal software is provided.
• Platform supports an unlimited number of portfolios and securities (Mutual Funds, ETFs, & Stocks).
• Best of breed technology and cutting edge investing thought. Get a leg up on your competition.
• Can be used for money managers both large and small.
• Secure ssl encrypted connection so you know all your data is safe.
• Investing and front office solution. No accounting, tax, back office, CRM, or legal software is provided.
• Platform supports an unlimited number of portfolios and securities (Mutual Funds, ETFs, & Stocks).
The Advisory Platform is currently offered in a limited, FREE Private Beta version. Please email us at info@hedgeable.com to receive an invitation. Below is a snapshot of some of the products that will be available on the platform.
| Flagship Product: Dynamic Advisor Risk Management |  |
Download our 2010 Dynamic Advisor Fact Sheet
 |
Graphical user interface for engaging and simple user experience. Platform can be presented to clients without intimidating them. |
 |
Account dashboard with portfolio summaries, total portfolio risk & performance, daily winners and losers, largest drawdowns, alerts. |
|
Proprietary Dynamic Advisor Risk Management technology can be used on any portfolio of mutual funds, ETFS, and/or stocks, with an unlimited account size and unlimited number of securities. |
 |
Build customized, tactical ETF portfolios based on the greatest investors' allocations, top endowments, macroeconomic themes, or Hedgeable's market views. |
 |
10 sophisticated analysis tools for any portfolio with interactive flash charting and 50 benchmarks: Portfolio Dissector, 20 Year Risk & Performance Simulation, 20 year Risk & Performance Backtest, Goal Analysis, Scenario Analysis, 15 Event Studies, Performance Attribution, Correlation Analysis, Hedging. |
 |
Follow the trades of the long/short equity, global macro, and commodities Hedgeable Funds. |
 |
24/7 portfolio monitoring and customizable alerts for performance, risk and drawdowns. |
 |
Current position summary and price movements, news, performance, risk, and VAR analysis with interactive reporting. |
 |
Interactive global heat map, news, performance, and alerts for over 25 major world markets. |
 |
Research Center with proprietary and 3rd party research, market views, and portfolio structuring. |
 |
Financial news, opinion, and blog aggregator. |
 |
Live streaming financial television. |
 |
Live support chat and fanatical customer service. |
 |
Robust help & tutorials. |
Hedge Fund Level Risk Suite
VAR analysis, modified VAR, skewness, kurtosis, fat tail modeling, interest rate & credit exposure, modified volatility, shock betas, maximum potential loss.
Options Hedging Suite
Macroeconomic hedging with options, index and benchmark hedging with options.
Custodian Integration
Integration with all major custodians, for automatic position and transaction summary feed.
Interactive Client Reporting
Sick of providing those boring Excel generated month end graphs and charts to your clients? Conversely, do you want a nicer way to present your data internally and in presentations? Hedgeable will provide you with a simple interface to add data and create interactive charts in a snap. This product should be used in conjunction with the month end statements and position summaries you already produce for clients using your back end software. Your clients will have a secure, password protected portal to access the reporting through a link on the Hedgeable site. Wow your clients with an interactive interface where they can change benchmarks and dates on the fly.
Geographic Exposure Interactive Heat Map
VAR analysis, modified VAR, skewness, kurtosis, fat tail modeling, interest rate & credit exposure, modified volatility, shock betas, maximum potential loss.
Options Hedging Suite
Macroeconomic hedging with options, index and benchmark hedging with options.
Custodian Integration
Integration with all major custodians, for automatic position and transaction summary feed.
Interactive Client Reporting
Sick of providing those boring Excel generated month end graphs and charts to your clients? Conversely, do you want a nicer way to present your data internally and in presentations? Hedgeable will provide you with a simple interface to add data and create interactive charts in a snap. This product should be used in conjunction with the month end statements and position summaries you already produce for clients using your back end software. Your clients will have a secure, password protected portal to access the reporting through a link on the Hedgeable site. Wow your clients with an interactive interface where they can change benchmarks and dates on the fly.
The chart will appear within this DIV. This text will be replaced by the chart.
You need to upgrade your Flash Player
The chart will appear within this DIV. This text will be replaced by the chart.
