Multiple client families
Organize unlimited client families, the people within them, and every financial portfolio and holding attached to those owners.
For independent portfolio managers
Financial portfolio management software for independent portfolio managers.
Keep client families, individuals, financial portfolios, holdings, models, and business-wide aggregate statistics connected in one considered workspace.
Built for your scope
A financial portfolio workspace for portfolio managers.
Business is designed for an independent professional or small practice operating through one account. It does not include team seats, invitations, roles, separate staff identities, trading, or investment-advice delivery.
Model portfolios
Maintain reusable model portfolios alongside the financial portfolios you review for individuals and families.
Business-wide perspective
Review live statistics at the individual, family, or complete business level, then move back to the portfolios behind the aggregate.
One connected workflow
Move from holdings to the complete financial picture.
01
Organize clients
Create a distinct family and individual structure for every client relationship managed through the account.
02
Maintain portfolio detail
Maintain financial portfolios, holdings, allocations, and reusable models through one consistent workflow.
03
Move from aggregate to detail
Move from business-wide aggregate statistics to a family, person, portfolio, and underlying holding.
Business plan
Choose the scope that fits your portfolio management.
Business includes unlimited client families, individuals, financial portfolios, investments, and model portfolios for one account at $49.99 USD per month after the 10-day trial.