Educate clients, prospects and team members about your portfolios.
Illustrate your strategy with clean, intuitive graphics, including pie charts, heatmaps, bar graphs and more.
Analyze holdings and metrics, set custom time ranges, and compare against any ETF benchmark.
Visualize performance, composition, technicals, fundamentals and more
Dynamic charts allow deeper drilldowns into country or sub-industry exposure
Export tables & graphs in several file formats
Create custom reports with your logo and disclosures