Portfolio intelligence for advisory practices
Track every client's risk exposure, generate branded reports and see alerts in one dashboard built for advisors.
Everything you need to manage client portfolios
Client Portfolio Monitoring
Track all client portfolios from a single dashboard: risk scores, drift alerts and health metrics from each client's latest portfolio data.
Branded Client Reports
Generate professional PDF reports with your firm's logo, colors, and disclaimer.
Risk Questionnaire & KYC
Send tokenised risk-profile questionnaires to clients. Responses map to Conservative–Aggressive profiles automatically.
Proposal Builder
Create Current vs. Proposed portfolio comparisons with Monte Carlo projections. Export as branded PDFs.
Client Alerts
In-app alerts when a client's risk score rises sharply or portfolio drift exceeds the thresholds you set.
CRM Webhook Integration
Register a CRM endpoint for HMAC-signed client event payloads and send a test delivery from the Advisor Hub (Advisor Pro and above).
Compare Plans
Every advisor plan includes all Principal-tier analytics. Here's what sets each tier apart.
| Feature | Starter | Pro | Enterprise |
|---|---|---|---|
| Client portfolios (practice-wide) | 10 | 50 | 150 |
| Advisor seats | 1 | 1 | 5 |
| AI explanations / month (shared pool) | 2,000 | 6,000 | 15,000 |
| Stress calculations / month | 500 | 2,000 | 5,000 |
| New reports / month | 50 | 250 | 750 |
| Standard report branding | |||
| White-label rollout support | |||
| Rebalance queue & drift alerts | |||
| CRM webhooks | |||
| Multi-advisor seats | |||
| Dedicated account manager | |||
| Support | Priority | Dedicated |
Advisor Pricing
All plans include every Principal-tier analytics feature. Choose the tier that fits your practice size.
Advisor Starter
or $4990/yr (save 17%)
Monitor a small client book and prepare reviews. Up to 10 client portfolios and 1 advisor seat, with 5 years of history.
- Unlimited holdings within personal use
- 10 client portfolios
- 1 advisor seat
- 2,000 AI explanations/month (shared across the practice)
- 500 stress calculations/month (shared across the practice)
- 500 Monte Carlo simulations/month (shared across the practice)
- 50 new reports/month (shared across the practice)
- 100 portfolio imports/month (shared across the practice)
- 5 years of history
- Full risk analysis & vulnerability maps
- Monte Carlo and scenario simulations
- Before You Trade analysis
- Advanced stress library
- Risk signals
- PDF and CSV exports
- Portfolio sharing with advisors
- Read-only brokerage connection
- Client monitoring dashboard
- Prospect analysis links
- Standard report templates
- Email support
Advisor Pro
or $9990/yr (save 17%)
Manage a growing book with branded reporting and CRM workflows. Up to 50 client portfolios and 1 advisor seat, with 5 years of history.
- Unlimited holdings within personal use
- 50 client portfolios
- 1 advisor seat
- 6,000 AI explanations/month (shared across the practice)
- 2,000 stress calculations/month (shared across the practice)
- 2,000 Monte Carlo simulations/month (shared across the practice)
- 250 new reports/month (shared across the practice)
- 500 portfolio imports/month (shared across the practice)
- 5 years of history
- Full risk analysis & vulnerability maps
- Monte Carlo and scenario simulations
- Before You Trade analysis
- Advanced stress library
- Risk signals
- PDF and CSV exports
- Portfolio sharing with advisors
- Read-only brokerage connection
- Client monitoring dashboard
- Prospect analysis links
- CRM webhook integration
- Custom report branding
- Rebalance queue & drift alerts
- Priority support
Advisor Enterprise
or $24990/yr (save 17%)
Coordinate a team with bounded capacity and configured branding. Up to 150 client portfolios and 5 advisor seats, with 5 years of history.
- Unlimited holdings within personal use
- 150 client portfolios
- 5 advisor seats
- 15,000 AI explanations/month (shared across the practice)
- 5,000 stress calculations/month (shared across the practice)
- 5,000 Monte Carlo simulations/month (shared across the practice)
- 750 new reports/month (shared across the practice)
- 1,500 portfolio imports/month (shared across the practice)
- 5 years of history
- Full risk analysis & vulnerability maps
- Monte Carlo and scenario simulations
- Before You Trade analysis
- Advanced stress library
- Risk signals
- PDF and CSV exports
- Portfolio sharing with advisors
- Read-only brokerage connection
- Client monitoring dashboard
- Prospect analysis links
- CRM webhook integration
- White-label reports & branding
- Multi-advisor team seats
- Dedicated onboarding
- Dedicated account manager
Frequently Asked Questions
Ready to elevate your practice?
Built for advisors who want data-driven client conversations.