A clear transaction history
Search and filter transactions by security, operation, currency, tag, or period. Review quantities, prices, fees, and notes.
INTELINVEST ADVISOR
Every portfolio.A clearer perspective.
Manage client portfolios, analyze assets and performance, and plan rebalancing in one advisory workspace.
From the client overview to every individual position.
Client portfolios
Performance insights
Rebalancing plans
01 / YOUR CLIENT WORKSPACE
Your client book, in one view.
Keep the full picture of your client relationships close at hand. Compare portfolios, review key metrics, and find the clients you want to focus on.
- Filter by AUM, returns, asset weights, and status
- Keep notes and review the latest portfolio activity
- Open a client portfolio for a closer look
02 / CLIENT-LEVEL INSIGHT
Understand what drives every portfolio.
Go beyond a single headline number. Explore positions, allocation, and investment results through connected analytical views.
Know every position.
Bring market value, profit and loss, portfolio weights, and asset details together in a clear client portfolio view.
From portfolio totals to individual instruments
See how it all fits together.
Understand the mix of assets and the contribution of each part of the portfolio. Explore by asset class, sector, currency, and reporting date.
Allocation breakdowns and contribution to results
Put performance in context.
Compare portfolio returns with a selected benchmark. Review results over different periods and connect performance with portfolio activity.
Return history, period comparisons, and benchmarks
03 / FROM INSIGHT TO A PLAN
Plan the next allocation.
Set target weights and explore how the portfolio could change. Compare current and planned allocations before reviewing the changes needed to get there.
- Set targets by instrument or asset category
- Include cash available for allocation
- Compare before and after in one view
04 / THE COMPLETE INVESTMENT PICTURE
Follow every transaction and income event.
Bring portfolio activity and cash income into the conversation. Explore the history behind the numbers and the events ahead.
Income on the calendar
Review dividends, coupons, redemptions, and other payment events alongside portfolio activity.
More ways to see the results
Explore analytical reports on value, profit, returns, diversification, security contribution, and cash flows.
A CLEARER VIEW STARTS HERE
Bring clarity to your advisory workflow.
Explore how IntelInvest Advisor can support the way you work with client portfolios.
Book a demo