Machine Learning-Enabled Tools
for Financial Advisors and Savvy Investors
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Smart Portfolio Toolkit

Evaluate a portfolio's asset allocations, sector analysis and more. Optimize portfolios using our machine learning portfolio optimizer. Backtest portfolios and compare optimal with the original model. Improve your portfolios with ai-generated investment ideas.

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Compliance Toolkit

Notification of the ADV Part 2 and privacy policy to your clients, with reports stored for auditors. It's easy for you to add your data. Choose between csv import, manual entry, or add from Redtail. Soon we'll be adding ADV Preparation and Filing to the toolkit.

Smart Portfolio Toolkit

Asset Analyzer

Evaluate a portfolio's asset allocations, sector weights and more.

Optimizer

Optimize portfolios using our machine learning portfolio optimizer

Backtester

Backtest portfolios and compare optimal with the original model

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Idea Generator

Improve your portfolios with ai-generated investment ideas

The Smart Portfolio Toolkit will launch to a small beta group shortly. Sign up to be notified of the public launch.

Compliance Toolkit

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ADV Part 2 Notification

We'll send the ADV Part 2 and privacy policy notice to your clients, and store audit reports.

Quick And Easy Setup

Color-coded walk-through will get you setup in 5 minutes or less.

Redtail Integration

Seamlessly and quickly import your clients. We’ll be adding more CRMs shortly. Reach out to get yours added.

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ADV Filing

Coming soon: we'll file your ADV with the SEC, and then notify your clients.

The Compliance Toolkit is available for RIAs. All plans include a 10-day free trial. No credit card is required to sign up.

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