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Steele's Fund Expert
A respected source of analysis tools and charting tools using data from
Morningstar, Inc. Now easily integrates with MCP Suite
Professional! (Separate license agreement & fee)
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Questions? We are here
to help you. Click to chat. |
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A Software Suite Designed for the
Investment Advisor.
MCP Suite Professional offers a financial advisor what
a client needs as they prepare for retirement: The ability
to model their retirement under a variety of conditions.
Software Brochure
(PDF)
Most of what current financial planning techniques promises
to clients will never come true. MCP Suite Professional
allows the advisor to be the client’s 'Retirement Modeling
Guide' as they work together to explore retirement planning
goals and portfolio design under any number of conditions.
View a Presentation
Download as a PowerPoint2007 file.
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>
Download as a PDF file.
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>
Paper: Why MCP Suite Professional?
(PDF)
Main Features
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Interfaces
with Steele Mutual Fund Expert software
for Morningstar, Inc. data on
funds and variable annuities. MCP Suite
users get a 20% discount on
Steele's data software
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Enter any
security, index or portfolio returns as a User Defined Index
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Synthetic Investment Models
apply Alpha, Beta and Risk Free rates to
indices
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Select different historical time periods
for each user defined index.
Data for DJIA, DJ EuroStoxx50, Nasdaq100,
Russell2000, SP400, SP500 included.
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Create
portfolios
of Synthetic Investment Models –
up to 50 SIMS in a portfolio. We provide
Alpha and Beta on over 12,000 mutual funds
to get you started.
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Create Retirement Planning Models
by direct input or Drag&Drop
from MS Excel
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Compare 2 portfolios
under
similar market conditions, or the same
portfolio under 2 different conditions, i.e.
Bear or Bull
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Choose historical datasets
to be
used in
either ascending or descending streams.
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Retirement Plan Modeling
includes
detailed Monte Carlo Simulation analysis
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Present resulting analysis
in a
20 page report detailing the Retirement Modeling
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Sample Reports
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Software
Demos
Watch a
pre-recorded Demo and presentation of the MCP Suite Professional.
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Free Trial
Subscribe for a 14-day free
trial. NOTE: Does not include a Steele data
subscription.
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How to
Purchase
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Individual License:
$700 1st year; $490
annual renewal thereafter. 30-Day Money Back
Guarantee.
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Group License:
To create reports or for someone other than yourself, you'll
need an Enterprise license. Group discounts!
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