Advisor Core

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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.