Everything you need to manage clients, track portfolios, and grow your financial advisory practice.
Comprehensive client profiles with contact info, risk assessment, KYC status, and relationship history.
Monitor investments across multiple accounts with real-time positions and performance tracking.
Track buy, sell, dividend, and cash flow transactions with automatic position updates.
Set and track financial goals with progress visualization and milestone notifications.
Never miss important deadlines with task tracking, reminders, and client follow-ups.
Comprehensive analytics and reporting tools for data-driven investment decisions.
Your data stays in your browser with no external servers. Complete privacy and control.
Lightning-fast performance with modern web technologies and optimized workflows.
Track investments in multiple currencies with USD, EUR, PHP, CAD, and more.