PORTFOLIO MANAGEMENT PLATFORM
Build Smarter Models. Manage with Confidence.
The all-in-one platform for financial advisors to create, visualize, and export investment models — from allocation to Eclipse integration.
Powerful Features, Beautifully Visualized
Scroll through our core capabilities — or sit back and watch.
VISUAL ANALYTICS
Interactive Donut Charts & Breakdowns
Instantly visualize asset allocation and sector breakdowns with rich, interactive donut charts.
PRECISION CONTROL
Adjust Weights & Drift Tolerance
Fine-tune security weights with intuitive controls. Set drift thresholds and see real-time impact.
AAPL+1.2% ✓
Target: 15%Actual: 16.2%
MSFT-0.5% ✓
Target: 12%Actual: 11.5%
GOOGL-1.9% ⚠
Target: 10%Actual: 8.1%
AMZN+0.3% ✓
Target: 8%Actual: 8.3%
COLLABORATION
Share Models & Copy Sleeves
Share models across your team. Copy entire sleeves between models in one click.
Copy Sleeve
"US Equity" → Balanced Portfolio
AUTOMATION
Automated Asset Allocation
Set target allocations and let the platform auto-calculate security weights.
Target AllocationAuto-balanced
TRUE WEIGHTS
True Model Weights Per Security
See the real effective weight of every security across all sleeves and levels.
TICKEREQUITY SLVBOND SLVTRUE WT
Effective weights calculated across all sleeves
VISUAL ANALYTICS
Interactive Donut Charts & Breakdowns
Instantly visualize asset allocation and sector breakdowns with rich, interactive donut charts.
PRECISION CONTROL
Adjust Weights & Drift Tolerance
Fine-tune security weights with intuitive controls. Set drift thresholds and see real-time impact.
AAPL+1.2% ✓
Target: 15%Actual: 16.2%
MSFT-0.5% ✓
Target: 12%Actual: 11.5%
GOOGL-1.9% ⚠
Target: 10%Actual: 8.1%
AMZN+0.3% ✓
Target: 8%Actual: 8.3%
COLLABORATION
Share Models & Copy Sleeves
Share models across your team. Copy entire sleeves between models in one click.
Copy Sleeve
"US Equity" → Balanced Portfolio
AUTOMATION
Automated Asset Allocation
Set target allocations and let the platform auto-calculate security weights.
Target AllocationAuto-balanced
TRUE WEIGHTS
True Model Weights Per Security
See the real effective weight of every security across all sleeves and levels.
TICKEREQUITY SLVBOND SLVTRUE WT
Effective weights calculated across all sleeves
VISUAL ANALYTICS
Interactive Donut Charts & Breakdowns
Instantly visualize asset allocation and sector breakdowns with rich, interactive donut charts.
PRECISION CONTROL
Adjust Weights & Drift Tolerance
Fine-tune security weights with intuitive controls. Set drift thresholds and see real-time impact.
AAPL+1.2% ✓
Target: 15%Actual: 16.2%
MSFT-0.5% ✓
Target: 12%Actual: 11.5%
GOOGL-1.9% ⚠
Target: 10%Actual: 8.1%
AMZN+0.3% ✓
Target: 8%Actual: 8.3%
COLLABORATION
Share Models & Copy Sleeves
Share models across your team. Copy entire sleeves between models in one click.
Copy Sleeve
"US Equity" → Balanced Portfolio
AUTOMATION
Automated Asset Allocation
Set target allocations and let the platform auto-calculate security weights.
Target AllocationAuto-balanced
TRUE WEIGHTS
True Model Weights Per Security
See the real effective weight of every security across all sleeves and levels.
TICKEREQUITY SLVBOND SLVTRUE WT
Effective weights calculated across all sleeves
Everything You Need
Built for advisors who demand precision and speed.
Donut Charts
Interactive allocation views with sector & asset class breakdowns.
Weight & Drift
Set target weights and monitor drift with real-time alerts.
Shared Models
Collaborate with team members via shared access and permissions.
Copy Sleeves
Duplicate sleeves between models instantly — no rebuilding.
True Weights
See effective per-security weights across all sleeves and levels.
Auto Allocation
Automated sector breakdowns and weight calculations as you build.
Eclipse Export
One-click export to Eclipse-compatible formats, production-ready.
Set Management
Organize models into sets for versioning and bulk operations.
Security Search
Look up securities by ticker or name and add them to any sleeve instantly.
Ready to Build Better Models?
Join advisors who are streamlining their portfolio management workflow.
Get Started Free