We are incredibly excited to introduce our newest innovation: NGEN Markets PRO!
We have considered your suggestions and feedback over the past few years and worked hard to bring you new features targeted at advisors looking for more in-depth analysis and insights.
NGEN Markets Premium users (individual accounts) that would like to upgrade can do so directly from the platform.
NGEN Markets PRO users will have access to the following additional features:
Strategy Templates
Several ready-made strategy templates, created algorithmically to cater to all risk appetites and asset classes. Use these templates as inspiration to create the right portfolio for your clients. We rebalance these portfolios every month and will continue to add new portfolio ideas over time.
Financial Planning
Project the value of lump sum and monthly investments using not just the regular linear growth model, but also our projection algorithms which utilise Monte Carlo, Geometric Brownian Motion, and Binomial Tree models. This should help you show your clients a more realistic picture of the future that considers both good and bad outcomes.
Client Risk Assessment
Use our built-in risk-profiling algorithm to gauge client risk appetite along with clear PDF reports of the results. Easily send risk assessment links to clients using our WhatsApp integration or conduct the risk assessment directly on the platform. We will soon be adding customised portfolio suggestions based on individual client risk scores.
Please note that we remain committed to upgrading and improving NGEN Premium features. You can check out some of our recent releases here: https://www.ngenmarkets.com/updates.