Leverage our Technology and Elevate Your Investment Process
If you’re looking for a way to create sophisticated, customized portfolio solutions for your clients, look to New Frontier.
Our investment management technology can be licensed so you can create intuitive portfolios that continually adapt to changing markets. Our software is based on our multi-patented Michaud OptimizationTM, which can be tailored to meet the needs of sophisticated investors.
Solutions and Tools
Use our tools to construct and manage more reliable investment portfolios. Our patented technology enables you to create focused and efficient portfolios for any investment goals.
All of our portfolios use Michaud OptimizationTM, which builds highly diversified portfolios that closely align with client investment objectives and can weather changing market conditions.
Determine when to rebalance your portfolios with our multi-patented rebalancing test. Avoid ineffective, costly trades by only rebalancing when there is a statistically significant difference between the current portfolio and the optimal portfolio.
The portfolio analysis and planning module provides rigorous financial planning based on New Frontier’s extensive research into the theory and practice of investing over time. Using multiple inputs, the system estimates the likelihood of achieving investment goals in an easy-to-use interface. Results of the analysis can be visualized in a variety of exportable charts and graphs.
Use our Portfolio Automation technology to automatically update and review your portfolio. The Asset Allocation technology to automatically update and review your portfolio. The Asset Allocation Suite can be scheduled to run, producing rebalance test results for frequent review and monitoring.
Connect With Us
Learn more about how we work with financial institutions and investment teams to deliver more reliable outcomes.