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Needed: Post Modern Portfolio Theory Software

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Feb 25, 2014 6:49 am

I'm looking for an inexpensive allocation software that is based on POST Modern Portfolio Theory. The software needs to allow for inputs based on ETFs, and include a risk tolerance questionnaire for clients that would segregate them into one of four possible account levels.

Any and all input will be greatly appreciated.


Mar 13, 2014 1:56 pm

Allocation Master is a good model to use.