Advisor Core gives financial advisors a strong foundation for managing client portfolios and creating reports, with core integrations and market data.
What’s Included in Advisor Core
Everything in the Premium plan, plus:
- Model Portfolios: Create and track portfolios with historical allocations, sleeves, and custom benchmarks. Learn more
- Client Portfolios: Import and organize client accounts using household-level structure. Learn more
- Client Reports & Proposals: Create a detailed report covering allocation, exposure, performance, risk, fees, and more. Compare up to two portfolios or funds side by side (Advisor Pro supports up to five). Download a Sample Report
- One Pager: Generate a compact tear sheet that distills key information about a portfolio or fund into a single page. Includes performance, holdings, risk, key stats, and more. Download a One Pager Sample
- Report limits: 10 reports per month (up to 50 reports/month available in Advisor Pro)
- One Custodian Integration: Connect to a single custodian, such as Schwab, Altruist, TradePMR, Fidelity, or IBKR to import accounts directly (multiple custodians available in Advisor Pro). Learn more
- Mutual Fund Data: Access US and Canadian Mutual Fund data, and a Mutual Fund screener.
Who It's For
Advisor Core is best for advisors who:
- Need a reliable toolset to manage portfolios and communicate with clients
- Want professional, and customizable reporting
- Use a single custodian integration
- Require access to global equity, fund, and economic data
Plan Details
- Price: $2,508/year or $239/month