Saved per week on analysis/reporting tasks
Client Assets run through
the platform
Increase in Client
Conversions
Risk Tolerance and
Values Assessments
First-Upload
Statement Extraction
Extract data from any PDF statement with 95% first-try accuracy. Say goodbye to hours of manual entry and hello to more time for strategic thinking.
Find the best-fit model portfolio for your clients in seconds. Align with their risk tolerance, values, and financial goals effortlessly.
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Get a 360-degree view of portfolios across key metrics including risk, fees, returns, and values alignment. Make data-driven decisions with confidence.
Our "Chat-with-Portfolio" feature provides instant insights and tailored talking points. It's like having a skilled analyst at your fingertips 24/7.
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Create professional, branded presentations with just a few clicks. Customizable templates built in Power-Point mean you're always on-brand and compliance-ready.
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