Frequently Asked Questions
If you’re wondering how this is different than other screening tools or how it can benefit your practice or business, you may find the answer to your question below.
How is this different than other screening tools on the market?
When you screen a set of data, you are applying a series of filters in order to eliminate options that do not meet the criterion you have precisely defined. After several filters are applied, the result is a shorter list than you started with. None of the items in this reduced list are considered better or worse than the other.
Decidere is much more than a series of filters, in fact, we discourage screening and filtering out data at all. Our proprietary weighting algorithm allows you to set preferences and apply significance to those preferences. The output is a ranked list of results with the best-fit option for you as number one. Simple filtering might have eliminated that option because it did not meet one criterion that wasn’t highly significant to you in the first place. You have found the best fit for your scenario with a comprehensive approach.
So who owns the data?
The client organization owns their data. We do not resell or reuse the data in any way. We provide a means of utilizing your data in a more meaningful and insightful way.
From Financial Advisors
I thought I was already weighting in my client's portfolio, am I not?
This is a common misunderstanding we face, specifically when utilizing our algorithm in the Financial Services market. When you weight a client’s portfolio, you are allocating various investment types according to that clients preferences, risk tolerances, and goals: 15% high risk, 40% moderate mutual funds, 20% dividend growth target funds, etc. Decidere does not suggest otherwise.
Decidere provide a means of selecting the best funds for each of those portfolio allocations by weighting the significance of performance and risk metrics for each fund objective or portfolio allocation segment.