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StyleInsight is the next-generation of web-based software tools, designed for investment professionals who analyse and report on funds, investment portfolios and asset allocations.

While investment professionals in countries such as the USA and UK have access to sophisticated tools that incorporate the latest innovations in investment research and technology, these tools are scarce or unavailable in New Zealand and Australia.

StyleInsight raises the bar of available investment research products to the next level by providing world-class research tools, customised to meet the needs of the New Zealand and Australian markets.

Powerful Fund and Portfolio Analysis

This investment management package is a high end analysis tool designed to analyse all aspects of managed funds and fund portfolios, created for use by investment advisors and fund managers.

Optimise your Asset Allocation

Portfolio Optimisation allows investment professionals to ensure that the portfolios they construct have asset allocation policies that are risk efficient: getting the maximum return for the chosen level of risk.

Integrated Analysis

StyleInsight is supported by a strong software development team that can develop unique software packages to meet specific investment needs.

Rate Your Funds

StyleInsight’s one-page fund report provides financial advisors with a quick and efficient way to substantiate their client-fund recommendations. These summary reports can also be used by advisors as an attractive, easily understandable sales tool.

Next Generation Tools

We plan to progressively provide more next generation tools that until now have not been readily available to investment professionals in New Zealand and Australia.

 

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