Transform Your Wealth Management Practice
Complete portfolio management, client portals, automated rebalancing, and regulatory compliance - all in one integrated platform.
Everything You Need to Run a Modern Wealth Management Practice
Comprehensive tools for portfolio management, client engagement, and business growth
Portfolio Management
Sophisticated portfolio construction and management tools with model portfolios.
- Model portfolio management
- Risk-based asset allocation
- Performance attribution
Client Portal
Branded client portals with real-time portfolio access and communication tools.
- White-label portals
- Real-time reporting
- Document sharing
Automated Rebalancing
Intelligent rebalancing with tax-loss harvesting and drift monitoring.
- Threshold-based triggers
- Tax-loss harvesting
- Cash management
Risk Analytics
Comprehensive risk analysis with stress testing and scenario modeling.
- VaR calculations
- Stress testing
- Concentration monitoring
CRM & Workflow
Client relationship management with automated workflows and task management.
- Client lifecycle tracking
- Automated workflows
- Meeting scheduling
Compliance & Reporting
Automated regulatory reporting and compliance monitoring for RIAs and fiduciaries.
- ADV reporting
- Fiduciary documentation
- Audit trails
How Premier Wealth Grew AUM by 200% in 2 Years
Premier Wealth transformed their practice with our comprehensive platform, scaling from $500M to $1.5B in assets under management while improving client satisfaction.
Ready to Transform Your Wealth Management Practice?
Join 500+ wealth managers already using Finmetrik to grow their business