No platform migration. No per-report fees. Upload a Fidelity or custodial export — get a branded rebalance worksheet, review microsite, idea report, proposal, or TLH memo in about a minute.
See live samples Request accessThree steps, no onboarding project, nothing to install.
Fidelity positions, account views, performance series — the CSVs your custodian already gives you. Formats are detected automatically.
Rebalance, client review, idea report, proposal, or TLH memo. The math is computed deterministically; AI writes only the narrative — and a quality judge checks every figure before publish.
Each deliverable lives at a private, unguessable URL with your firm's branding, colors, logo, and compliance disclosures. Print-ready. Search-engine invisible.
Real output from the platform, generated from a synthetic test portfolio. Click through — these are the actual pages your clients would see.
Drift table, tax-aware trade list, execution blotter with CSV download.
view sample → Client ReviewPrivate portal: full review document, one-pager, holdings export.
view sample → Idea ReportYour thesis, structured — with a variant view and dated catalyst path.
view sample → ProposalCurrent vs proposed model with a staged, tax-aware transition plan.
view sample → TLHCandidate screen with wash-sale guardrails and illustrative benefit.
view sample →Flat. Unlimited. No AUM tiers, no per-seat math, no "call us."