Advisor Core –
Portfolio Analysis and Proposal Generation

Risk Tolerance Questionnaire now added

"Advisor Core has greatly reduced the time spent researching client’s current fund expenses and comparing them to our proposed portfolio. Thanks to Advisor Core, I now have an extra 2-3 hours a week to focus on the families that I serve."

Alexx Peralta, CFP

Financial Advisor Associate,
Retirement Investment Advisors, Inc.

Unlock a free demo: Learn how to scale your practice faster using Advisor Core

Video Form

Upload any client statement and quickly get a formatted Excel file

Utilizing AI in this process saves an Advisor hours of administrative work per client.
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upload a portfolio statement and instantly return an excel file

Instantly receive an analysis of the uploaded portfolio

Whether it be a quarterly check-in or prospect analysis, our platform is built to easily see areas of strength and areas of concern.
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Run an analysis

Chat-with-portfolio is an analyst at your fingertips

Wonder why Fees are so high? Ask Intelligent Advisor what holdings are causing it. Need to see the top and worst performing securities last quarter? Quickly get the answer all in client-friendly language.
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Start using this feature

Output a presentation aligned to your brand

White-labeled to your firm standards so you can incorporate it into your client meetings.Easily toggle between the level of detail you would like to show.
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Build a proposal

Advisor Core

Win clients faster using a touch of magic

We've built a new prospect analysis and proposal tool that gives time back to Advisors so they can focus on what matters most.

"These tools are on the bleeding edge of what this team is capable of doing. YourStake is building the future of client personalization,"

- Financial Advisor based in New Jersey

AI Statement Transcription

Save hours of work per client by letting AI do the heavy lifting.

Instant Analysis

In minutes, get a full analysis across key personalization pillars.

Chat-with-Portfolio

It's like having a personal in-house analyst, able to answer any question.

Client-Ready Proposals

Toggle between layers of data and insert directly into client reports.