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Integrations

Fabric Risk for Advisors

The Fabric integration allows you to import your client data and taxonomies into the Fabric Risk application from Addepar in order to run risk decomposition analyses.

Scenario-based risk analyses

  • Visualize how your clients' portfolios are likely to behave under specific market conditions like inflation or a tech crunch in the near-term and long-term.

Risk decomposition analyses

  • Understand where the sources of risk and protection are coming from for a given portfolio on both the asset class and factor levels.

Retirement income

  • Compare portfolios to understand which one provides optimal annual retirement income with a lower likelihood of falling below the income requirement.

Back-testing

  • See how a particular portfolio behaved under historical conditions like the 2011 Rates Rise or 2008 Financial Crisis to provide support for portfolio construction decisions.