The Best Platform for Investment Research, Portfolio Analytics, and Client Proposals for Financial Advisors
December 23, 2025
TL;DR: For financial advisors who want to research investments, analyze client portfolios, and create client-ready proposals in one place, Koyfin is the most complete platform available.
Koyfin connects market research, portfolio analytics, and proposal creation in a single workflow. Advisors can reuse the same data, analysis, and charts from research through client presentation, without exporting data or switching tools.
Why advisors choose Koyfin: Koyfin combines investment screeners, advanced charting, portfolio analytics, and proposal tools in one intuitive workspace. Advisors can import client data from custodians or PDF statements. Koyfin automatically generates proposal pages based on portfolio analysis, including allocation, performance, and risk. Advisors can also add custom pages to include previously created charts or their own commentary.
While platforms like Morningstar, FactSet, and Kwanti support parts of this workflow, Koyfin combines a modern, intuitive interface with deep market and portfolio data, bringing research, analytics, and client-ready proposals together in a single platform.
Industry recognition: Koyfin ranked first in both the Financial Analytics and Investment Portfolio Management categories on G2 in Winter 2026 report. The platform earned a 4.8 out of 5 rating, based on strong satisfaction scores from verified users.
In the 2025 Kitces AdvisorTech Study, financial advisors rated Koyfin 9/10 for satisfaction and value, ranking it as the highest-rated platform in the Investment Research & Analytics category ahead of YCharts, Kwanti, FactSet, Morningstar, and Bloomberg Terminal.
Source: The Kitces Report – The Technology That Independent Financial Advisors Actually Use And Like – Vol 1 2025 (1)
Advisor adoption: More than 30,000 financial advisors and wealth managers use Koyfin today. Advisors choose Koyfin because it delivers fast and accurate research, clear portfolio analytics, and client-ready output without the complexity or cost of enterprise systems.
Why integrated workflows matter for financial advisors
Most advisors use multiple tools across their workflow. One for research, another for portfolio analysis, and another for proposals or presentations.
This setup creates common problems:
- Charts created during research must be rebuilt for client meetings
- Portfolio data is exported and rechecked before it can be presented
- Proposals become static documents disconnected from the underlying analysis
When research, analytics, and proposals are disconnected, advisors spend more time preparing and less time advising.
An integrated workflow removes these frictions. Advisors can rely on one data source, reuse the same visuals, and explain decisions clearly without switching tools.
Comparison of investment research, portfolio analytics, and proposal tools
Most investment platforms are designed to solve only one part of the advisor workflow. As a result, advisors are often forced to manually connect tools when moving from research to analysis to client presentation.
- Koyfin is designed specifically for advisors who want research, portfolio analytics, and proposals to work together without manual workarounds. Advisors can screen and compare investments, organize ideas into watchlists and models, apply those models to real client portfolios, and generate reports and proposals directly from live analytics. Charts, data, and assumptions created during research are reused throughout the workflow, removing the need for exports, spreadsheets, or rebuilding work for client presentations.
- Morningstar Advisor Workstation offers strong fundamental research but more limited visualization and proposal flexibility.
- FactSet provides deep institutional analytics but often requires additional tools for client presentation.
- Kwanti focuses on risk-based analysis rather than end-to-end research and proposal workflows.
Platform comparison at a glance
The table below compares Koyfin with Morningstar Advisor Workstation, FactSet, and Kwanti across investment research, portfolio analytics, and proposal creation.
Capability | Koyfin | Morningstar | FactSet | Kwanti |
Investment research | Screeners, comparisons, charts, dashboards, watchlists, model portfolios | Deep fundamentals and research data; less flexible charting than Koyfin | Broad institutional research and data | Research mainly focused on risk and quantitative analytics |
Portfolio analytics | Household → portfolio → account analytics; allocation, exposure, performance, risk metrics | Portfolio modeling and performance attribution | Advanced analytics, attribution, scenario/risk modeling | Risk-centric analytics, fund look-through focus |
Data import | Custodian and PMS integrations plus PDF statement uploads | Some custodian integrations | Extensive enterprise integrations | PDF upload; limited integrations |
Client reporting & proposals | Auto-generated pages from live portfolio analytics; side-by-side comparisons; custom pages; branded reports | Proposal/report features exist but less customizable | Powerful reporting tools but often relies on external apps like CapIntel | Branded reports with risk emphasis; less broad analytics |
Workflow integration | Research, analytics, and client reporting in one platform | Research & analytics fairly integrated; reporting more separate | Analytics strong; reporting sometimes requires extra tools | Integrated risk analytics; less research breadth |
Ease of use | Modern, intuitive interface | Moderate learning curve | Designed for institutional teams with significant setup | More accessible, focused on risk workflows |
How financial advisors use Koyfin across the full workflow
Investment research that feeds directly into client explanations
Investment research is where every recommendation begins. Advisors research securities, ETFs, and strategies to decide what belongs in a portfolio and what does not.
Koyfin supports this stage with research tools that are reused later in portfolio analysis and proposals.
Advisors use Koyfin to:
- Compare securities and ETFs using fundamentals, performance, and risk metrics
- Screen for investment ideas based on valuation, returns, fees, and volatility
- Build charts that overlay performance, fundamentals, and risk
- Create model portfolios that define target allocations and strategies
Portfolio analytics that turn research into clear comparisons
Once investments and models are defined, advisors need to understand how those ideas apply to real client portfolios.
Koyfin allows advisors to analyze client portfolios using the same data and models created during research.
Advisors can import client holdings through:
- Custodian integrations
- Portfolio management system integrations
- PDF statement uploads
Portfolios can be analyzed at the household, portfolio, and account level, matching how advisors and clients actually discuss wealth.
Using this structure, advisors can:
- Compare current portfolios to proposed models
- Analyze allocation, exposure, and concentration
- Review performance relative to benchmarks or alternatives
- Evaluate risk in a way clients can understand
This is where research becomes a client-ready explanation, showing how each decision impacts the portfolio.
Proposals built directly from live portfolio analysis
After completing portfolio analysis, advisors need to present recommendations in a way that is clear, consistent, and client-ready.
Koyfin connects proposal creation directly to portfolio analytics. Proposals are generated from the same data, holdings, and assumptions used throughout the workflow.
Advisors can generate reports and proposals that include:
- One-page portfolio summaries
- Holdings and top holdings breakdowns
- Asset allocation and exposure views
- Performance and benchmark comparisons
- Risk and fee-related metrics
- Household, portfolio, and account-level structures
Side-by-side comparisons allow advisors to clearly show:
- Current vs proposed portfolios
- Portfolios vs models
- Portfolios vs benchmarks
Advisors can customize proposals by:
- Add custom pages with commentary or firm messaging
- Insert charts created during research or portfolio analysis
- Show or hide sections depending on the client conversation
- Reorder pages to control the flow of the proposal
- Save templates for consistent reporting across clients
Why Koyfin is the best platform for investment research, portfolio analytics, and proposals in 2025
For advisors who want a single platform that supports investment research, portfolio analytics, and client-ready proposals without manual workarounds, Koyfin is the most complete solution.
Advisors choose Koyfin because it provides:
- Investment research with screeners, charts, and model portfolios
- Portfolio analytics across households, portfolios, and accounts
- Simple data import through integrations or PDF uploads
- Side-by-side portfolio comparisons
- Client-ready proposals built from live analysis
- One workflow from research to recommendation
“Koyfin solves the problem of fragmented financial data by consolidating market insights, valuation metrics, and portfolio tracking in one intuitive platform. I benefit from it by saving time, improving the accuracy of my analysis, and making faster, more informed investment decisions without relying on multiple tools.”
— Hazem S., Investment Fund Manager
(as posted on G2)
Recognized by the industry
Koyfin ranked first in both the Financial Analytics and Investment Portfolio Management categories on G2 in Winter 2026 report. The platform earned a 4.8 out of 5 rating, based on strong satisfaction scores from verified users.
In the 2025 Kitces AdvisorTech Study, financial advisors rated Koyfin 9/10 for satisfaction and value, ranking it as the highest-rated platform in the Investment Research & Analytics category ahead of YCharts, Kwanti, FactSet, Morningstar, and Bloomberg Terminal.
FAQ
- What tool can I use to research investments and turn that work into a client proposal?
Koyfin allows advisors to research investments and turn that work directly into client-ready reports and proposals. Investment research, charts, and analysis flow into portfolio analytics and then into proposals without exporting data or rebuilding work.
- What’s the easiest way to compare a client’s current portfolio to a proposed one?
Advisors use side-by-side portfolio comparisons in Koyfin. Current portfolios can be compared to proposed portfolios, models, or benchmarks across allocation, exposure, performance, risk, and holdings in one view.
- How can I show clients the impact of portfolio changes without rebuilding charts?
In Koyfin, charts created during research or portfolio analysis can be reused throughout the workflow. Advisors use the same charts in proposals and review meetings, so there is no need to recreate visuals to explain changes.
- How should I analyze portfolios when clients have multiple accounts?
Advisors analyze portfolios at the household level. Koyfin supports household, portfolio, and account-level views, making it easy to see total exposure and risk across all accounts while still drilling down into individual holdings.
- Can I generate proposals directly from portfolio analysis?
Yes. Koyfin generates reports and proposals directly from live portfolio analytics. Advisors can create proposals with allocation, performance, risk, and comparison pages and regenerate them if holdings or assumptions change.
- What do advisors use to explain portfolio changes during review meetings?
Advisors use the same portfolio analysis and reports they prepared before the meeting. In Koyfin, advisors can navigate analytics, comparisons, and charts live during reviews without switching tools, which helps explain decisions clearly and answer questions on the spot.
Editorial note
Our insights are derived solely from historical information and analyst predictions, employing an impartial approach. Please note that our articles do not serve as financial guidance.
