Everything You Need to Serve Clients Better
Powerful tools designed specifically for financial advisors
Fast Analysis
Get comprehensive portfolio analysis in seconds. Upload statements and receive detailed insights instantly.
Risk Scoring
Calculate portfolio risk on a 1-100 scale. Compare against Rule of 100 recommendations based on client age.
Interactive Slider
Adjust risk levels visually and see real-time allocation recommendations to meet client goals.
Secure & Private
Bank-level security with encrypted data storage. Your clients' information is always protected.
Team Collaboration
Add team members to your account and collaborate on client analyses with shared dashboards.
Custom Reports
Generate professional reports tailored to your practice. Choose your preferred conservative assets.