Model Builder
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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.

SectorBreakdown
US Equity 30%
Intl Equity 25%
Fixed Income 20%
Alternatives 15%
Cash 10%
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.

Aggressive GrowthShared
JL
MB
KS
3 collaborators
Copy Sleeve
"US Equity" → Balanced Portfolio
AUTOMATION

Automated Asset Allocation

Set target allocations and let the platform auto-calculate security weights.

Target AllocationAuto-balanced
Technology32%
Healthcare22%
Financials18%
Consumer15%
Energy8%
Other5%
TRUE WEIGHTS

True Model Weights Per Security

See the real effective weight of every security across all sleeves and levels.

TICKEREQUITY SLVBOND SLVTRUE WT
AAPL
12%
5%
8.5%
MSFT
10%
8%
9%
NVDA
8%
4.8%
BND
20%
8%
VTI
15%
9%
Effective weights calculated across all sleeves
VISUAL ANALYTICS

Interactive Donut Charts & Breakdowns

Instantly visualize asset allocation and sector breakdowns with rich, interactive donut charts.

SectorBreakdown
US Equity 30%
Intl Equity 25%
Fixed Income 20%
Alternatives 15%
Cash 10%
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.

Aggressive GrowthShared
JL
MB
KS
3 collaborators
Copy Sleeve
"US Equity" → Balanced Portfolio
AUTOMATION

Automated Asset Allocation

Set target allocations and let the platform auto-calculate security weights.

Target AllocationAuto-balanced
Technology32%
Healthcare22%
Financials18%
Consumer15%
Energy8%
Other5%
TRUE WEIGHTS

True Model Weights Per Security

See the real effective weight of every security across all sleeves and levels.

TICKEREQUITY SLVBOND SLVTRUE WT
AAPL
12%
5%
8.5%
MSFT
10%
8%
9%
NVDA
8%
4.8%
BND
20%
8%
VTI
15%
9%
Effective weights calculated across all sleeves
VISUAL ANALYTICS

Interactive Donut Charts & Breakdowns

Instantly visualize asset allocation and sector breakdowns with rich, interactive donut charts.

SectorBreakdown
US Equity 30%
Intl Equity 25%
Fixed Income 20%
Alternatives 15%
Cash 10%
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.

Aggressive GrowthShared
JL
MB
KS
3 collaborators
Copy Sleeve
"US Equity" → Balanced Portfolio
AUTOMATION

Automated Asset Allocation

Set target allocations and let the platform auto-calculate security weights.

Target AllocationAuto-balanced
Technology32%
Healthcare22%
Financials18%
Consumer15%
Energy8%
Other5%
TRUE WEIGHTS

True Model Weights Per Security

See the real effective weight of every security across all sleeves and levels.

TICKEREQUITY SLVBOND SLVTRUE WT
AAPL
12%
5%
8.5%
MSFT
10%
8%
9%
NVDA
8%
4.8%
BND
20%
8%
VTI
15%
9%
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.

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