AM (J.P. Morgan Asset Management) Logo
AM (J.P. Morgan Asset Management)
A free adviser-only analytics service that delivers on-demand stress testing, side-by-side comparisons and customizable client reports for Australian investment holdings.

An online analytics service for financial advisers that provides instant, on-demand evaluation of investment holdings, including historic stress tests, future-scenario modelling and side-by-side portfolio comparisons.

Users can access a database of 8,000+ Australian investments, create client-ready reports with custom branding, and leverage exclusive J.P. Morgan Asset Management research; the service is available via a dedicated adviser portal or the Insights iOS app.

Built to help advisers assess risk, validate or rethink portfolio positioning and run actionable "what if" scenarios, the tool is offered at no cost to appropriately licensed Australian advisers.

You can learn more about pricing for AM (J.P. Morgan Asset Management) at its pricing page.

AM (J.P. Morgan Asset Management) can be categorized under Application Analyticss, which is commonly listed under Analytics tools.

Most analytics tools function in the same way – you add a script, and the app automatically starts collecting information. This information can be accessed using custom reports.

Not all similar tools offer the same features. Most include a free plan or trial, so you should be able to give them a try. You can browse some of the alternatives to AM (J.P. Morgan Asset Management) listed in the directory.

Some tools might also offer discounts or offers, especially for newer members. Most of these offers traditionally come as part of affiliate programs or promotions, but often you can reach out to companies and check whether they can give you special pricing.

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