Manage client portfolios, pull live market data, run diagnostics, and benchmark allocations — all in one platform built for NZ advisers.
Build and manage client portfolios from 100+ NZ and global assets. Track allocations across income, growth, and defensive categories.
One-click price refresh via Yahoo Finance with automatic return calculations. Real-time data for NZX, ASX, and global exchanges.
Automated flags for concentration risk, high fees, stale prices, and missing data. Benchmark against model portfolios.