Asset Allocation Interactive (AAI) vs Trefis comparison

Both platforms cover Valuation Models, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Both Asset Allocation Interactive (AAI) and Trefis keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Both Asset Allocation Interactive (AAI) and Trefis prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

Asset Allocation Interactive (AAI) differentiates itself with Long-term capital market expectations tool with model portfolios; users can create, save, and blend customized portfolios., Updated monthly; covers expected returns for more than 140 assets converted into six global currencies., and Two expected-return models: valuation-dependent and yield-and-growth; forecasts use a 10-year horizon and are shown as annualized geometric averages., whereas Trefis stands out for Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..