Pack Analytics
Analyze portfolios, optimize transitions, build proposals.
Portfolio analytics and personalized investment proposals for growing advisory teams.
Pack Analytics helps wealth managers analyze prospect portfolios, create personalized investment proposals, and transition taxable accounts into their strategies.
- Upload a statement or link an account. See the full portfolio in seconds.
- Understand holdings, exposures and risk for both prospective and current clients.
- Move taxable accounts into your strategies while accounting for tax budgets, investment restrictions and client preferences.
- Create tailored presentations that explain advice, strengthen relationships and grow your business.