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Portfolio Managment

Portfolio Suite

Empowering You to Deliver Exceptional Client Experiences

Your clients rely on you to manage their wealth with confidence, precision, and care. But when operational inefficiencies slow you down, it takes time away from what matters most—guiding your clients toward financial success.

Portfolio Suite is an integrated platform designed to support you—so you can focus on delivering value, strengthening relationships, and making informed investment decisions that help your clients achieve their goals.

Portfolio Management

A Clearer View of Client Wealth—So You Can Advise with Confidence

With Portfolio Suite, you spend less time chasing data and more time guiding clients toward financial success. Portfolio Suite ensures you always have a complete, real-time view of their financial picture, helping you make better recommendations and demonstrate the value of your expertise.

  • Instant Portfolio Insights – View holdings, allocation, performance, and risk exposure at a glance.
  • Aggregate Held-Away Assets – Deliver a true total wealth picture, including outside accounts.
  • Analyze and Adjust in Real Time – Compare current holdings with proposed trades and adjust portfolios effortlessly.
  • Customize for Client Needs – Categorize assets in a way that aligns with your unique management approach.

Performance Measurement

Prove the Value of Your Investment Decisions—Seamlessly.

When clients ask, “How am I doing?” you’ll have the answers—instantly, clearly, and with confidence at the individual portfolio or household level.

  • Accurate, Timely Results – Daily performance calculations support monthly audited returns.
  • Returns at your Fingertips – Monitoring the results of your decisions in real-time.
  • Performance at Every Level – Track results at the security level, asset class, style, portfolio level, or across composites.
  • Effortless Compliance – GIPS-compliant calculations ensure accuracy of results.

Client Reporting

Turn Data into Meaningful Conversations

With Portfolio Suite, your clients don’t just see numbers—they see the value of your expertise and guidance. Portfolio Suite helps you deliver professional, easy-to-understand reports that strengthen trust and highlight the impact of your work.

  • Personalized Reports, Instantly – Craft detailed, customized presentations in minutes—not hours.
  • Visual Storytelling – Automatically generate charts and graphs that make performance easy to understand.
  • Tailored to Each Client – Customize content, while keeping reports aligned to your firm’s investment processes and branding.
  • Family Wealth Reporting – Easily consolidate multiple accounts for holistic wealth tracking.

Compliance and Fiduciary Monitoring

Protect Client Interests While Strengthening Trust.

Help your firm stay proactive and manage fiduciary responsibilities. Portfolio Suite enables continuous simple and proactive monitoring of accounts. Through a partnership with ComplianceEdge by InvestEdge, Portfolio Suite data syncs to support the compliance processes making compliance a seamless part of your workflow.

  • Daily Compliance Checks – Monitor accounts automatically without interrupting your day.
  • Real-Time Alerts – Stay ahead of potential compliance issues before they impact your clients.
  • Simplified Reg. 9 Reviews – Generate audit-ready reports in seconds.
  • Firm-Wide Risk Management – Apply policies across all client accounts effortlessly.

Empower Your Clients. Elevate Your Practice.

Portfolio Suite isn’t just a tool—it’s your strategic partner in delivering exceptional client experiences.

SIMPLIFY WORKFLOWS
ENHANCE DECISION-MAKING
DELIVER BETTER OUTCOMES