Advisor SmartBrain: Portfolio Consolidation Made Easy
Advisor SmartBrain is a professional portfolio consolidator that provides comprehensive reports for analysis by strategy, risk level, or custodian. Manage your clients' portfolios with precision, whether on the web or mobile. Offer your clients updated statements through a modern and intuitive interface.
Consolidate all market assets, including fixed income, variable income, funds, treasury, cryptocurrencies, and alternative assets. Analyze and compare the portfolio's profitability, evolution, allocation by strategy or custodian, profitability and gains in closed periods, asset position, financial availability, risk and return, portfolio volatility, upcoming maturities, portfolio summary, and web extract of portfolio stocks.
Reports are available for portfolios, strategies, managers, custodians, and income. Want to access all this and more? Contact us through our customer service channels:
- Instagram: @_smartbrain
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