URO Advisor Pro can now be extended with a Portfolio Optimizer module

Together with an existing UnRiskOmega client, a new Portfolio Optimizer module for URO Advisor Pro is currently being developed. The add-on module enables the construction and rebalancing of investment advisory portfolios based on a Markowitz mean-variance optimizer.

The optimizer is integrated directly into the advisory process and supports investment advisors in efficiently constructing and optimising client portfolios. A range of configuration options are available – including portfolio target sizes, limits on the number of transactions, security inclusion and exclusion rules as well as the consideration of specific recommendation lists and security attributes.

With the new module, UnRiskOmega is targeting an expansion of the quantitative capabilities of the URO Advisor Pro advisory solution for demanding investment advisory processes.

The Portfolio Optimizer module will be made available as an optional extension to all users of URO Advisor Pro.