"Our approach to portfolio rebalancing is the step beyond Markowitz optimisation, taking into account the significant uncertainties in expected return forecast. The results of this are that the efficient frontier (a line in 2D space) becomes a surface in 3D space. This increase of just one dimension makes all existing approaches to portfolio selection incapable of expressing the true choices a portfolio manager faces. We needed to find a technology that was fast to develop, highly interactive and graphical in nature, cheap and easy to change as clients make new demands on this new way of thinking. Only a dashboard approach was going to provide this, and of all the offerings we looked at Qlik SaaS was the only one to offer the speed of development, inbuild multi-dimensional data slicing, user centred investigation and free form selection. Tahola provided an invaluable accelerated runway for the growth of our in-house expertise in Qlik, responding to questions and requests for more detailed assistance quickly, allowing our Qlik development to proceed without interruption. I continue to be impressed with their ability to adapt to where we are on the learning curve. We feel we have still not reached the full potential that Qlik and Tahola can provide, and yet we already have an interface that meets our needs and exceeds the expectations of our clients."