Financial Advisors

Client meetings backed by live context.

Consolidated holdings, attribution, and cited research on one desk — so every recommendation has evidence behind it.

Portfolio context without the tab hunt

Live data, branded reports, and household-level views in a single interface — ready before the client call starts.

Every asset class, one advisory desk

Track exposures, draft reports, and monitor triggers without rebuilding the stack for each client segment.

• Monitor all your model portfolios. — Build models with short and leveraged positions, adjust allocations dynamically over time, compare performance against benchmarks.
• Centralized portfolio management. — Manage client accounts in a household → portfolio → account hierarchy. Track consolidated holdings, performance and risk.
• Sync real client data. — Direct connections to Schwab, Altruist, TradePMR, Interactive Brokers, Fidelity, Orion, Black Diamond and Addepar.
• Upload brokerage statements. — Build client portfolios from PDF statements — automatic extraction of positions, values and cost basis.
• Client proposals in minutes. — Generate polished, client-focused reports, presentations and proposals. Show how a recommended portfolio meets their needs.
• Track your assets. — Watchlists of stocks, ETFs and mutual funds in one place. Custom strategies, real-time updates, comparison against indices.
• Performance comparison anywhere. — Compare mutual-fund performance against stocks, ETFs or other funds. See what's really delivering.
• Stay on top of market moves. — Alerts on price, valuation, technical and news triggers across every watchlist and portfolio.
• Value ETFs analytically. — Visualize historical ETF valuation on P/E, EV/S and other metrics — understand whether an ETF is cheap or rich.
• Sector and macro boards. — Pre-built dashboards for sectors, factors, and macro themes — a quick read on today's market setup.
• Know what you own. — Detailed ETF and fund holdings, including performance vs. weight, total returns and sector exposure.
• Consensus and revisions in context. — Analyst ratings, price targets, and estimate changes mapped to the names you cover.

Sharper prep, clearer client conversations.

Open a workspace and see how your practice fits on one desk.