Goals-based
investing software
Horizon Investments' advisor technology unites robust financial planning software with our innovative goals-based product offering.
Welcome to the future of financial advice.
Connect product to planning
Want to take the guesswork out of investment selection and tracking?
Directly tie client goals to investment solutions
1
Support the goal
Identify your client’s financial goal and investment stage: Accumulation, Preservation, or Distribution.
2
Personalize the plan
Easily model account data with key client information. Run simulations. Analyze risks. Assess probabilities of success.
3
Customize the output
Make smart product recommendations and create custom proposals to position a client’s wealth for success.
We believe the future of investment advice is goals-based and tech-enabled.
Focus on planning,
drive outcomes
What if technology could help you simplify product selection and improve decision-making at each stage of the investment planning process?
Advisor software benefits
Horizon Dashboard, our goals-based advisor software, strengthens your planning workflow to help enhance the value you deliver to your clients.
- Goals-based planning and investment selection
- Client risk measurement
- Portfolio performance tracking
- Trade-level transparency
- Auto-notifications delivered right to your mobile device
Designed to:
Increase close rates and streamline client onboarding
Harness insights to make confident investment recommendations
Educate investors and show them the path to achieving their goals
Horizon Advisor Tools
Goals-based advisor software that's powerful and easy-to-use
Accumulation Planner
Strive to maximize capital growth
Easily adjust investor and goal data and watch Gain portfolios react in real time.
Preservation Planner
Aim to mitigate market losses
Compare the historical performance of your Protect strategy with alternate approaches to see its potential advantages.
Distribution Planner
Put retirement income in sight
Chart the right course to the target distribution rate of your Spend strategy. Measure a client’s likelihood of meeting income goals while making their wealth last.
Portfolio Explorer
Optimize portfolios
Track your strategy’s performance, including the composition of underlying holdings. Calculate and visualize its value over time.
Risk Assist Monitor
Set expectations, See progress
Track de-risking, ratcheting, and reinvesting events for every Risk Assist® model, including the amount of losses or gains expected to trigger the next event.
Investment proposal engine
Generate custom proposals
Generate goals-based proposals that present your investment recommendations with investor-friendly language and graphics
For the Broker Dealer
Horizon offers custom goals-based investment management technology that integrates with your wealth platform.
- Flexible and can scale
- Mobile and tablet friendly
- Integrate with existing systems
Want to drive the adoption of planning-focused representatives? Explore the possibilities and learn more about our partner revenue model.Â
