Software Products

New Frontier offers our technology on two tiers: enterprise-wide applications for all of your financial advisors and more sophisticated packages for investment committee and portfolio manager use.

The Asset Allocation Suite guides investment committees to realistic, diverse portfolios with well-managed risk. The software package improves your estimates of risk and return with advanced statistics, computes the Resampled Efficient Frontier™, and provides guidance as to whether the investor should trade. The Asset Allocation Suite also includes the LifeCycle financial planning software.

The LifeCycle financial planning software is available for enterprise-wide applications, either paired with a simplified Optimizer or alone. All of your advisors will be able to explore targets, risk level, and cash flow with a client in order to find the appropriate portfolio on the efficient frontier for a specific client's situation.

The Equity Optimizer is the first institutional equity portfolio optimizer that addresses the statistical uncertainty of risk-return estimates during the optimization process. Starting from the portfolio manager's usual risk model and alpha forecasts, the Equity Optimizer employs both the Resampled Efficient Frontier™ and New Frontier ’s Rebalancing Test to deliver the optimal stock portfolio.