Empower Advisors with Real-Time Portfolio Intelligence
Transform client relationships with real-time portfolio analysis powered by institutional-grade analytics.
Our comprehensive platform enables wealth managers to analyze complex multi-asset portfolios including equities, fixed income, alternatives, and private equity while measuring true net worth across custodied assets, private placements, and off-balance sheet holdings. Advanced risk modeling, Monte Carlo simulations, and scenario analysis tools provide forward-looking insights for proactive investment decisions, while integrated performance tracking and goals-based analytics ensure portfolios align with client goals. Deliver exceptional client experiences that demonstrate value, enhance trust, and support business growth through data-driven wealth management strategies.
Experience the Power of Seeing Your Entire Book of Business in One Place
Our Advisor Desktop is designed to help wealth managers, portfolio managers, and client-facing advisors manage the full investment life cycle, including onboarding, portfolio management, real-time performance monitoring, and client engagement. The platform puts comprehensive portfolio analysis at the advisor’s fingertips, enabling them to respond to client questions on the fly confidently with trusted analytics. Advisors can analyze and compare portfolios across diverse assets (equity, fixed income, options, futures, alternatives, private equity), measuring total net worth including custodied and off-balance sheet assets with real-time market value updates and multi-currency support for global portfolios. Integrate the complete investor profile—risk tolerances, goals, IPS’s, and investment accounts—while tracking cash available for new investments and monitoring withdrawals alongside portfolio performance, returns, capital and cumulative gains, exposure, volatility, and risk with sophisticated analytical tools.
Real-time Portfolio
Management and Analytics
Stay ahead of market movements with our comprehensive dashboard that delivers real-time portfolio monitoring, advanced analytics, and performance reporting at the advisor’s fingertips. Track key business metrics including AUM, households, and client counts alongside detailed portfolio data such as market values, net deposits, and returns for each client relationship. Our sophisticated analytics engine provides deep insights into portfolio risk assessment, historical transactions, and asset allocation, while intraday performance tracking ensures you never miss critical market developments. Project income, liquidity, and wealth for proactive decision-making and transform raw data into actionable intelligence that enhances client conversations with up-to-the-minute portfolio insights.
By integrating analytics directly into the advisor workflow, the platform empowers advisors with insights into performance, exposures, risk, and scenario-based analytics. Advisors can view holdings, allocation, and performance over time. Our intuitive workflow seamlessly integrates each client’s complete investment story, including complex household structures, off-balance sheet assets, and comprehensive net worth calculations, while sophisticated risk modeling and performance analytics provide meaningful insights through a modern, easy-to-use interface.
Streamlined Meeting Management and Customizable Dashboards
Sophisticated Client Reporting
Generate on-demand printable quarterly statements and access extensive reporting options that keep clients informed and engaged with their investment progress. All reports can be fully customized with your firm’s branding, including detailed statements, realized and unrealized gains summaries, and compliance documentation.
Model Portfolios & Trade Management
The integrated model portfolio tools enable efficient construction and management of investment strategies, while automated and manual rebalancing options ensure portfolios remain aligned with client objectives. Advanced pre- and post-trade compliance features provide peace of mind, while comprehensive trade lifecycle management capabilities handle every aspect of the trading process from execution to settlement, allowing advisors and portfolio managers to focus on serving clients.
Increase Productivity & Elevate Client Relationships
Drive dynamic engagement powered by advanced analytics.