v3.61: Koyfin Advisor Core

Koyfin -

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: Generate professional reports and customize with your logo, inputs, and page selection. Learn more
  • 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, or TradePMR, 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
Upgrade Now