Improve efficiency:  Connect | Analyze | Plan
Automatically link and update all of your clients' accounts held anywhere (powered by Wealthica). Use our proprietary portfolio scoring to analyze one investment account or group several together for a big picture analysis. Create customizable retirement plans and test alternate investing scenarios. Spend more time with clients, and less time pulling data from different sources and running analyses on spreadsheets.

Benefit from the latest technology and research 
Our robust tools are developed by a team with award-winning finance expertise as well as extensive experience in technology and statistics. Our analytics are put into context and displayed in an easy-to-understand format. Our Drawdown Plan analyzes thousands of withdrawal strategies to provide a tax-optimized income stream. Test your own model portfolios for your clients' pre- and post-retirement plans.

Increase prospect and client engagement
Our prospecting tool lets you reach a wider audience when face-to-face interaction is limited. Goal-based planning streamlines financial plans and allows clients to have greater clarity of purpose. Print easy-to-understand summaries to share with clients. Illustrate a client's portfolio's exposure to different risk factors and see how their performance stacks up to a simple benchmark portfolio, all with a modern user interface.

Build trust with clients
In a time of increasing fee and regulatory sensitivity, and with more demands for transparency, provide your clients with an objective evaluation of their portfolios with our standardized portfolio scoring methodology, driven by intelligent analytics. Our Portfolio Scorecard grades five key dimensions: performance, income, fees, downside risk, and diversification. Place emphasis on informed and evidence-based decisions.