Customer stories

Winning with Koyfin

See how advisors and investment teams use Koyfin to improve research, portfolio analysis, and client communication.

Stock research

Enhancing Capital cut research time with faster data access

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Client acquisition

Mission Wealth won a $10M client using portfolio visuals

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Model portfolio analysis

Canadian wealth firm improved client trust with detailed model analysis

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Client transition support

Compelling portfolio comparisons helped Brandon move 80% of client assets to his new RIA

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