Pensionizer Express Top 10
Index on ALLINDEX CMP Platform
Is a Pareto's 80/20 Principle Inspired
Next generation edition of Top 50 Yield and
Discount Index and All-in-One Combo of Swiss
Knife Versatility & Timepiece Trading Precision
For Advisors with Monthly Pay Income Mandates.
Demo ALLINDEX CMP Pensionizer Express Edition to Get
an Extended Trial, Top 50 Index & Hands-on Training Free.
Rational
A fully quantitative process takes human emotion out of most investment decisions, providing way more reliable outcomes for our clients.
Compliant
A robust and repeatable process that will help you meet many of the guidelines set out in MiFID II and other
key compliance obligations.
Engaging
Improves consultant client communication with in-built email functionality and keeps best customers in the loop on rational investment decisions.
Efficient
Streamlines the investment Process, giving you Time To focus on your clients Money Management and business book's Monetization
Yuri is one of the few investment professionals that continuosly thinks outside the box. He strives to employ the best practices and strategies that will enable his clients' to have a great Capital Markets experience.
Yuri has a remarkable trait of explaining complex investment solutions so that the average investor can comprehend and capitalise on the opportunity.
Hasani BrissettVice President Of Business Development, MedEx Health Services 
Yuri has always displayed a natural curiosity and keen understanding of financial markets. He has devised unique investment strategies for his clients through careful analysis and shys away from following the herd.
John GrahamManaging Director, Arrow Capital Management 
Yuri has demonstrated not only an in depth knowledge of investment strategy but has translated that into solid and consistent performance. He is thorough in his analysis and has an excellent way of translating that to his client in a manner that is easy to understand. i would not hesitate to recommend Yuri to anyone looking for a professional financial advisor.
John NevilleRetired 
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Our indexes are driven by complex algorithms that back test closed end funds investment universe
to make the most appropriate trade decisions, so you don't have to. The system is designed to
remove emotions and human bias and provide clients with more desirable outcomes.
FUND TRADES ARE JUST THE BEGINNING.
WE IDENTIFIED TOP 10 FEATURES OF TOP 10
FOR INDEPENDENT FINANCIAL PROFESSIONALS.
- A fully quantitative fund picking & monitoring solution
- Analyses CEF investment universe every week
- Can be white-labelled as your own investment offering
- Communicates rebalancing recommendations to users
- Built-in performance comparison tools.
- Weekly fund selection and monitoring by Allindex CMP
- Top 10 portfolio management and governance by PMWS
- Cost management and tax optimization by PMWS
- White-labelled updates sent weekly
- ESG ratings for Sustainability
Pensionizer Top 50.
Strategy Evolution.
LISTED CEFS SCREENED
FOR YIELD & DISCOUNT
FOR YIELD & DISCOUNT
0
SIMULTANEOUS BACK
TESTS AT REBALANCE
TESTS AT REBALANCE
0
YEARS OF PRACTICE AND
HANDS-ON EXPERIENCE
HANDS-ON EXPERIENCE
0
LIMITED TIME CANADIAN
PRICING SUBSCRIPTIONS
PRICING SUBSCRIPTIONS
0
OUR INDEXES ARE BASED ON A SET OF SIMPLE RULES. DON’T CHASE TRENDS,
LEAP ON BANDWAGONS AND RELY ON WISDOM OF CROWDS OR POWER IN NUMBERS.
OUR NUMBERS, BOTH BACKTESTED & LIVE ONES, POINTED IN THE OTHER DIRECTION.
DISCOVER OPPOSITE GEORGE STRATEGY.
Game of Yield 101.
Bird's Eye View of Opposite
George Strategy ABC (video)
Play Video
O.T.T.O. I.T.
Opportunistic Tactical Trading Optimizer AI I.T. Tool on YouTube.
Apply Our Elementary Methods To Improve Your Business Metrics.
COIN TOSSES ONLY WORK ONCE. AT A COIN TOSS.
- Helps to protect your clients’ assets with weekly CEF monitoring.
- Removes human emotion, resulting in more rational investment outcomes.
- A robust & repeatable process that will help you adhere to regulatory guidelines.
- Keeps your clients informed about their investments with a weekly white labelled email.
- Gives you more time to focus on your clients’ and growing the practice.
Let this video do the talking
ADVANTAGE : PENSIONIZER INCOME ENGINES.
IT'S TIME TO START IT UP & EXPRESS YOURSELF.
Continuously monitors your clients’ portfolios
Recommends timely fund switches
White-label as your own investment service
Improves client engagement with a monthly email
Back-testing suite for performance comparisons
Easy-to-use, cloud-based software application
Technology support by ALLINDEX
Our investment solutions may be built using state-of-the-technology, but that doesn’t mean that our support is automated or robotic. We fully appreciate the importance of you delivering the best possible service to your clients and we believe in doing exactly the same for you. That’s why we have a dedicated team of industry professionals on-hand to help you with straight forward, friendly support.
ALLINDEX offers on-going support to customers including on-site system training and tuning, client onboarding , as well as regular industry events and user groups.