POWER YOUR BUSINESS
DIGITAL PORTFOLIO DEVELOPER (DPD)
Your Portfolio, Our Perspective
WisdomTree’s portfolio construction services can combine your portfolios with our perspective—helping you to achieve better outcomes, win more clients, reduce portfolio risks and more.
Whether you’re looking to better understand how to implement smart beta, solve for income or generate more alpha, our research-driven digital solution can help. You can choose whether you would like to engage with our asset allocation team or through our Digital Portfolio Developer.
Our Digital Portfolio Developer can help you analyze your existing portfolios to identify opportunities to improve outcomes and stress test portfolios against a variety of market scenarios.
DPD has the power to analyze more than 40,000 Canadian and U.S. mutual funds and ETFs, and 7,000 U.S. equity securities, with holdings-level analysis and real-time calculations in both Canadian and U.S. dollar currencies. Advisors can create and download full reports and generate sample trade tickets for easy execution.
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