WealthDefender is best-in-class holistic, goal-based financial planning analytics
- Assessment of the full client profile of net worth and current / projected cashflows
- Full analysis of market factors with sensitivity analysis and stress testing
- Modeling and simulation of wealth evolution for stocks, bonds, funds, options, commodities, derivatives, alternative investments, insurance, and annuities
- Multi-dimensional measures of risk along the wealth evolution path - Value at Risk, credit risk, security issuer risk, liquidity risk, concentration risk, Cash Flow at Risk
- Delivered via the Yodlee platform, Apple iPhone, and Apple iPad (coming soon)
- Full web services / XML / JSON APIs available for easy integration with your existing portfolio management and planning software
