For advisors
Your brand. Your clients. One platform.
Give clients reports that carry your name, and manage every client portfolio from one workspace.
What advisors get
White-label reports
Your own logo, colour and contact lines on client reports and in the app, so clients see your firm, not ours.
Every client in one place
Organise client portfolios in a single workspace, with staff seats for your team.
Client access you control
Clients can follow the portfolios you share with them, without a subscription of their own.
Included with Premium
- Unlimited portfolios
- 3 staff seats, with more available
- White-label branding on client reports and in the app
Branding covers your name, logo, colour and contact lines. Custom domains, custom login pages and custom email are not offered.