Choose with confidence

Make your investment proposition easier to explore, compare, and use. Portfolio Analysis Tool turns factsheets, as well as fund, portfolio, and model information into interactive branded experiences for websites, adviser teams, and client conversations.

What Portfolio Analysis Tool solves

Advisers shouldn't have to piece your investment proposition together.

An adviser comparing your model range against the incumbent typically does it the hard way – three factsheet PDFs open in different tabs, a spreadsheet for performance, a separate document for allocation, a fourth for risk metrics, and a personal interpretation of how it all comes together.

Our Portfolio Analysis Tool replaces that process with a branded interactive environment. The proposition is presented in one place: comparable, current, and ready for client-facing output.

Less assembly. More engagement.

Two applications

One engine. Two ways to deploy.

Portfolio Analysis Tool FOR WEB

Interactive fund and model engagement on your public website

Make fund and model information interactive on your public website. Visitors can explore and compare live proposition information through dynamic branded experiences.

Portfolio Analysis Tool for adviser

Branded environment for adviser-facing portfolio engagement

Give sales and distribution teams a branded environment to support adviser discussions, portfolio comparisons, and client-ready outputs.

Fund FaCTSHEET PRO

Fund Intelligence. Reimagined.

A modern, interactive digital platform that transforms static fund factsheets into dynamic, adviser-friendly experiences.

Positioning

Portfolio Analysis Tool is not another adviser platform.

Our Portfolio Analysis Tool  does not replace your CRM, planning system, platform, risk profiler, research tool, or adviser portal.

It is the engagement layer around your investment proposition. It makes the proposition easier to explore, compare, explain and evidence – and it works alongside everything that is already in the adviser's stack.

Next Step

See Portfolio Analysis Tool configured against your proposition.

A working Portfolio Analysis Tool environment built around your fund range, model range or proposition area, presented in a focused 30-minute session.

Keep pace with the engagement layer.

Quarterly perspective on engagement infrastructure.
No spam.