Providing services and information to wealth management services, and provides a proprietary software platform that provides quantitative analytics and insight from actual customers and prospective customers' financial portfolios, including analyses of portfolio performance against statistically derived benchmarks, overall risk profiles utilizing scenarios and historical multi-factor analyses, diversification and allocation among various asset classes within such portfolios, analyses of fee structures and their effect on portfolio performance and of tax treatment on various assets within such portfolios, and optimization of the overall portfolio performance