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| Powering tomorrow's advisor tools today |
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| Current Internal Projects |
Flexible SimulatorA new approach to financial modeling simulations with unprecedented flexibility and configurability read more
Retirement Income Asset Mix StudyAn evaluation of the timing impacts of different solutions and allocations on retirees' ability to meet their spending goals
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| Coming Soon... |
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Alternative Monte Carlo Methodologies A study of the impacts on probabilities when the underlying method for random number generation is modified and when the goal is expressed as an ongoing function rather than a terminal measurement.
Asset Allocation and Probabilites of Success A look at algorithmic approaches to changing allocations over time vs. an event-based approach to allocation adjustments in a financial model.
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Application Development
SDC provides application development services, from system and calculation design to system testing. Of course, we also provide a completely outsourced solution covering the entire software development lifecycle. Our process focuses on understanding our clients' needs and ensuring that we provide the right solution.
Many of our projects start out with the assumption that there is a cost-effective solution available in the marketplace. However, we often find that once you consider the true costs of such a deployment, a custom solution begins to look more attractive. The two major sources for this are 1) training around gaps between what the system does and what you want your advisors to do and 2) integrating with various back-end systems. In many cases, we provide a detailed proposal for building a custom solution at no cost to our client so they can evaluate their options effectively and accurately.
Because of our experience, we have developed a process that naturally evolves as the project progresses. The following diagram illustrates this process at a high level.
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