Built for account managers. Nothing else.
Every feature designed around one goal: managing client portfolios effortlessly.
Multi-Account View
See every client account in one place. No more switching between platforms.
Client A$52,400+4.2%
Client B$128,900+2.8%
Client C$34,200-1.1%
Real-time P&L
Watch profits and losses update as trades close. No refresh needed.
+$2,847
Today's P&L
+$18,420
Monthly P&L
Client Reports
Generate professional reports in seconds. Impress clients with data.
Monthly Performance
December 2024 · PDF
Equity Curves
Visual performance tracking. See growth patterns at a glance.
Trade History
Complete audit trail for every client. Every trade, every time.
EUR/USDBuy+$340
GBP/USDSell+$128
Export Anything
CSV, PDF, Excel. Get your data however you need it.
CSV
PDF
XLSX
“I used to spend hours compiling reports for my clients. Now it takes seconds. My clients love the professional presentation and I love having my time back.”
SM
Sarah Mitchell
Portfolio Manager, Elite Capital
How it works.
01
Connect
Link all client accounts. One integration, all visibility.
02
Monitor
Real-time data across every account. One dashboard.
03
Report
Professional reports. Impress clients with data.