Portfolio Analytics

Pay as you go

Advisor license

Perfect for the solo advisor or an RIA with a small investment committee.


Publisher license

Share models with every advisor on your team and manage custom needs for them all.


Firm license

Expand capabilities to multiple advisors and empower everyone in your firm.

Contact us

All versions include

  • Asset allocation analysis
  • Equity sector analysis
  • Equity style analysis
  • 25 years backtest
  • Yield/income analysis
  • Risk allocation
  • Expenses analysis
  • Correlation calculator
  • Portfolio stress test
  • Portfolio optimization
  • Upload asset history
  • Upload model portfolio history
  • Branded PDF proposal/reports
  • Excel import/export
  • Partners integrations
  • SMA support (optional, $75/m)
  • Phone support Mon-Fri
  • Email support 7 days/week

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