Advisor Portal

PortfolioAnalyst

Use Advisor Portal to access PortfolioAnalyst, a full feature portfolio management tool for quickly and easily consolidating financial information from any financial institution into a complete portfolio view.

• Oversee clients' accounts and manage investor outreach and engagement.
• Monitor performance and distill portfolio level data to drive client engagement.
• Provide 24-hour customer access to account data, all from a single interface.
• Create proprietary indices or use our Performance Attribution report to quickly understand risks and returns.
• Access Portfolio Checkup, a dynamic tool for transforming portfolio data into powerful analytics, and Fund Parser, which allocates ETF or mutual fund holdings by sector, geography and asset class for a whole portfolio view of exposure.

ESG Impact Profile

The ESG Impact Profile helps you understand client preferences for socially responsible and impact investing. Let your clients select their personal investment criteria from 13 impact values and principles, including:

Clients can also exclude investments based on 10 categories:

Flexible Client Billing

Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.

• Invoice clients for services rendered using automatic billing, electronic invoicing or direct billing.
• Fee structures for charging clients include percent of net liquidation value, blended fees, flat fees, percent of P&L, performance fee threshold or high-water marking.
• Assign client fees to individual accounts or use client fee templates to apply fees across clients.
• Charge client commissions to your master account or easily reimburse fees to client accounts.