Portfolio Management Software for Financial Advisors and Wealth Managers
Rebalance your entire book of accounts and households quickly and efficiently. With multiple rebalance modes such as Rapid Rebalance, Directed Trading, and Tax Loss Harvesting you can zero in on what matters most and move with the speed of the market.
Tax Management & Harvesting
Robust tax-loss harvesting tools built into the software. With asset location optimization and lot level analysis we make it easy to take advantage of tax savings for your clients. Our real time tax evaluation allows you to see estimated tax implications before you place trades.
Hands-On Support & Consulting
AdvisorPeak’s service and support team that is unmatched in the industry. From onboarding to troubleshooting we will be there to guide your team every step of the way. We care and give our clients a voice on the direction of the software.
FIX & Trade Order Management
Straight-through trade routing to virtually every custodian and brokerage firm in the country to simplify your trade execution. Institutional-grade Trade Order Management (TOM) available that includes block trading, order sets, and algorithmic trading.
Portfolio Model Construction
Supports individual security models, asset-class models, and blended / sleeve modeling to support your firm’s custom trading style.