Solutions for investment consultants

PFaroe E&F for investment consultants

Win more business

PFaroe enables investment consultants to deliver impressive and engaging pitches via a user-friendly and web-based interface. This can even be done in a live client environment – in front of the investment board or CIO.

Mockup of PFaroe E&F Dashboard with Forecast metrics

Promote more effective portfolio solutions

Strategic investment allocation studies have been the remit of investment consultants for decades.

Mockup of PFaroe E&F Dashboard with Asset metrics

Cultivate stronger client engagement​

PFaroe empowers investment consultants to engage with clients more interactively than ever before, providing on-demand desktop analysis of endowment and foundation investment portfolios. Comprehensive “What if?” functionality allows discussions and scenario testing in real time.

Mockup of PFaroe E&F Dashboard with Risk metrics

Increase efficiency and productivity

PFaroe’s easy-to-access yet sophisticated analytics allow investment consultants to improve how they communicate complex ideas to their clients.

Mockup of PFaroe DB Dashboard with Asset metrics

Contact Us

Take the advantage - Request a Demo

Understand what makes PFaroe different. Test it for yourself. Contact us to schedule a one-on-one consultation with one of our experts. 
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At the point when clients come first, awards follow​