We're excited to introduce the new Advisor Pro plan – designed for financial advisors who need full control over client reporting, integrations, and data workflows.
What’s Included in Advisor Pro
Advisor Pro includes everything in Advisor Core, plus:
- Short/Leverage Model Portfolios: Construct model portfolios with short & leveraged positions and adjust allocations dynamically over time. Learn more
- PDF Brokerage Statement Uploads: Upload client PDFs and turn them into portfolios with no manual data entry. Learn more
- PMS Integrations: Connect to portfolio management systems like Black Diamond, Addepar, and Orion. Import client account data instantly. Learn more
- Multiple Custodian Integrations: Connect to multiple custodians like Schwab, Altruist, TradePMR, Fidelity, and IBKR simultaneously (Advisor Core allows one custodian connection). Learn more
- Higher Report Limits: Create up to 50 reports per month (vs. 10 in Advisor Core).
- Comparison Reports: Create a side-by-side report comparing up to 5 portfolios or funds. Covers asset allocation, equity and fixed income exposure, performance, sector and region breakdowns, stress tests, and key portfolio metrics. Download a Comparison Report Sample
- Custom Report Pages: Add your own pages to reports – introduce your team, explain your approach, and include charts or images that support your message. Download a Sample Report
- SMA Data: Research and screen SMA strategies, analyze performance, compare them to other funds, and add them to Client and Model Portfolios.
Who It's For
Advisor Pro is best for advisors who:
- Want full control over report customization
- Use multiple custodian & PMS integrations
- Need to save time time with PDF-based portfolio creation
Plan Details
- Price: $3,588/year or $349/month
- Includes all Advisor Core features, plus the upgrades listed above