An outsourced investment solution provider designs tailored financial portfolios for high net worth individuals, private foundations, trusts, estates and taxable institutions.

Each client's unique risk tolerance and goals are integral components that drive agents' investment recommendations. The company realized that the system it had been using was rigid and prevented representatives from properly forecasting potential gains or risks associated with different opportunities. Agents were spending large amounts of time calculating scenarios, a process that was costly to the business and frustrating to the clients. Reports could only be put together for individual portfolios, preventing a holistic view of the business.

AltSource built a custom portfolio assessment tool that enabled financial professionals to better advise clients in an efficient, sustainable manner. The move from a desktop application to a web app also provides a centralized database and a single source of truth.