---
title: Advisor Core Reviews
meta_title: 'Advisor Core Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Advisor Core works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Advisor Core Reviews
**Vendor:** YourStake PBC  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)
## About Advisor Core
Advisors spend up to 12 hours analyzing clients' portfolios and comparing them to model portfolios. Manual transcription often leads to errors, and pouring over analytics adds time and complexity to the task and hinders growth. Advisor Core simplifies the process by allowing Advisors to quickly upload account statements and receive a comprehensive analysis of portfolio areas such as Values-alignment, Risk, Fees, and Sector Diversification. Additionally, it provides an AI-driven, on-brand client presentation to share with prospects to help you close the time to close a client.






- [View Advisor Core pricing details and edition comparison](https://www.g2.com/products/advisor-core/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-22+19%3A20%3A44+-0500&secure%5Bsession_id%5D=eb34f46f-67a0-4755-aee3-e8f237b868bf&secure%5Btoken%5D=b895d34ce8e0f4466d73b7d28e83993409c3dbb3483e0ecbf96bc4905317ca37&format=llm_user)

## Advisor Core Features
**Platform Additional Functionality**
- Dashboard
- Cloud

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

**Agentic AI  - Financial Analytics**
- Proactive Assistance

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