For MFDs, IFAs & investment advisors
Turn investment data into considered, client-ready reports, proposals and conversations.
No credit card required. Create your first report free.
12%Common holdings
Not a recommendation engine.
Not an advice engine.
A presentation engine.
One clear workspace
Organise the information you already use into a consistent visual narrative that clients can follow.
Bring portfolio data into a structured, readable view.
Explain how the portfolio is distributed across fund categories.
Surface nomination details that need a client conversation.
Present common holdings and concentration in plain visual language.
Turn client priorities into clearly framed, trackable goals.
Build polished proposals without implying automated recommendations.
Designed to be presented
Use clean templates, add your own context and create a consistent experience from the first review to the final proposal.
Explore plans →Three considered steps
Start with a CAS statement or the client information already available to you.
Verify the data, add your professional context and choose what belongs in the report.
Export a clear, branded proposal or report for a better client conversation.
Simple pricing
Build and explore your first client-ready reports.
More clients, deeper reports and advanced presentation tools.
A clearer way to present