Model portfolio analysis
The Challenge
Mission Wealth relied on a Morningstar tool designed for single-security analysis. The system produced broad groupings that required the team to manually filter and organize securities by earnings, cash flow, and revenue.
The process was slow, error-prone, and lacked sector distinctions, making it difficult to show portfolio segmentation or compare risk and return.
The process required time and energy that drained resources. It was frustrating and anxiety-producing.
The Solution
Mission Wealth replaced manual, time-consuming analysis with Koyfin to streamline research and create visual presentations that clearly show portfolio differences to prospects.
Clear client visuals
Clean visuals simplify complex financial data and help prospects quickly see how portfolios differ without feeling overwhelmed.
Instant equity insights
Advisors have immediate access to detailed financial data on individual securities, making it easier to explain differences between holdings during meetings.
Connected portfolio navigation
Security-level financial data is integrated directly into portfolio tools, allowing advisors to move easily between portfolio views and underlying holdings.
Koyfin’s visual presentation of disparate financial data in a clear, comprehensible format accelerated client interaction and firm differentiation.
The Results
Koyfin became Mission Wealth’s go-to platform for client presentations, helping them close a $10M client by making it easy to visualize and explain portfolios clearly.
Your product sealed the deal on a $10 million client for us. The ability to easily move from a ‘snapshot’ of the client’s current portfolio to the details of holdings helped the client clearly see how their investments were structured and identify opportunities for better alignment with their goals.
Koyfin’s visuals make complex data easy for prospects to understand. With instant access to detailed security data, advisors can explore holdings, compare portfolios, and confidently answer any question that comes up in a meeting.
The dramatic visual and formatting appeal does not overwhelm prospects and makes for a cleaner, fresher, and more understandable presentation.
