RESOURCES

PUR is focused on getting individuals to their personal goals and improving their investment outcomes by using low cost products, like ETFs, and by monitoring and managing risk in a more systematic and disciplined way. Our tools help advisors make more disciplined decisions for their clients. For more information on how we can help you build your business, contact Mark Yamada.

 

ACTIVEBASKETS®

ActiveBaskets® is a proprietary modular investment platform designed for web computing.

An unlimited number of baskets of securities can be created for each client representing multiple portfolios. Each basket can be analyzed discretely for holdings, transactions, asset mix, currency, geographical exposure, performance between any two points in time and can be aggregated in any combination for an overall portfolio summary and assessment. It is multi-lingual, multi-currency and multi-locale ready and Java EE compliant.

WHAT IT CAN DO FOR YOU - Advisors can effectively monitor and manage more portfolios in less time than with conventional methods.

 

ePAT - ETF PORTFOLIO CONSTRUCTION TOOL

Business standards and regulatory changes make "fee-based” accounts using low cost ETFs preferable to commission-based ones using mutual funds. PUR’s ETF Portfolio Allocation Tool (ePAT) will expand to offer three strategic approaches, let investors and advisors analyze current portfolios, construct new ones and review risk and attribution characteristics.

WHAT IT CAN DO FOR YOU - Your client will get lower cost personalized investment solutions while you leverage your capabilities and manage more portfolios effectively to serve more clients using institutional methodologies.