Easy integration

exceptional reports

Create client proposals in minutes - Build their future investments.

How it works

Start from a template or an empty portfolio

A library of templates for common cases and a quick start.

Quickly add or change positions

Easily add or remove positions. Change weights, size and value according to your needs.

Risk and return

As you work you see risk level and expected return updates live.

Get a complete portfolio report

The final proposal is available on the web or as a publication quality PDF.

Features

Fast intuitive portfolio construction

Explore ideas and update portfolio on the fly. Easy to explain for retail clients

Your product universe

You have complete control of the available products and how they are presented.

Live portfolio analysis

Key metrics update as you change the portfolio composition. Giving you the feedback you need, to construct a good portfolio and make a convincing case.

Brand Integration

Fully white-labeled to align with your brand.

Side by side compare

Compare a client’s existing holdings to a portfolio proposal.

Asset allocation

For more advanced use-cases you can enable asset allocation mode.

Usecases

  • Sales proposal

    Help convert new prospects with custom proposals

  • Easy way to highlight opportunities

    Compare side by side client/prospect current portfolio with your offer.

  • Rebalancing / replaning

    Update a client portfolio or make strategic changes.

  • Showcase model portfolios

    Let client view model portfolios to pick the one that is right for them.

Book a demo

30 minute no commitment demo of our solution.

With Njorda, you can quickly develop a great digital savings and investing offer.

We deliver apps and APIs so retail investors can:

  • check-mark Get an overview and track their finances and investments.
  • check-mark Understand the risk / return ratio and take appropriate actions.
  • check-mark Explore alternatives in a fun way and become better investors.
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