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
Levine Services, LLC
+1 646 229 1357
+1 760 462 3873