Model portfolios
Client Portfolios
Manage client accounts with clarity
Import client accounts through integrations or PDF statements, group them into households, track performance, and generate professional reports.
Organized
Group accounts into portfolios and households to match how your clients’ investments are actually structured.
Quick setup
Import data directly from Schwab, Altruist, TradePMR or other software tools. Or upload PDF brokerage statements to create client portfolios quickly.
Clear analytics
Track holdings, allocations, performance, and risk at any level with clean, easy-to-read visuals.
Professional reports
Create client-ready reports that clearly show allocations, performance, fees, and benchmark comparisons.
Household structure
Organize by client relationship
Manage client accounts with a household → portfolio → account structure. View consolidated performance and allocations across all accounts for a complete financial picture.
Account data
Track real holdings
Monitor market value, positions, cost basis, and P&L at all levels. Track realized and unrealized gains and see how exposures shift over time.
Exposure analysis
Understand diversification
Break down exposures by asset class, sector, region, credit quality, and maturity. Compare portfolios to benchmarks to spot concentration risks and gaps.
Performance analysis
Hypothetical returns
View hypothetical portfolio performance vs. benchmarks over time. Help clients understand how different strategies could impact long-term returns.
Holdings matrix
Spot equity concentration
Identify overlaps in holdings with fund X-ray analysis by showing how much of each security is held indirectly through fund exposures.
Custodian & PMS Integrations
Sync real client data
Connect directly to Schwab, Altruist, TradePMR, Black Diamond, or other software tools to import real client account data – no manual entry required.
PDF Upload
Upload brokerage statements
Create client portfolios by uploading brokerage statements in PDF format, with automatic extraction of positions and values for quick account setup.
Client proposals
Create professional reports
Generate reports at the household, portfolio, or account level. Compare current vs. proposed portfolios with clear visuals on allocations, performance, and fees. Customize with your logo, inputs, page selection, and fully editable firm & macro pages.
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