Built for investment advisors and family offices that need institutional-grade return tracking without the institutional-grade price tag. One dashboard. Every entity. Full transparency for your clients.
Advantage Portfolio Hub replaces your spreadsheets, PDFs, and phone calls with a single platform your clients can actually trust.
Institutional-grade Modified Dietz return calculations across every holding and entity. YTD, QTD, 1-year, and inception-to-date periods with proper time-weighting and cash-flow adjustments.
Generate branded, professional performance reports with a single click. Automatically compiled from live data so your quarterly reviews are always current and consistent.
Track trusts, LLCs, individual accounts, and family foundations in one portfolio view. Each entity gets its own holdings, performance, and reporting while rolling up to the family level.
Give clients, CPAs, and attorneys their own secure logins with read-only access. Advisors manage data. Clients see results. Everyone stays in their lane.
Bring your existing data in quickly and easily from any platform or straight from Excel. No manual re-entry, no reformatting headaches. Upload once and you're ready to go.
Your data is continuously backed up with an automated system designed to keep everything safe. Disaster recovery built in from day one, not bolted on as an afterthought.
No six-month implementation. No custom integration fees. Advantage Portfolio Hub is designed to get you live with minimal friction.
Create your client's trusts, LLCs, and individual accounts. Assign colors and labels for instant visual recognition.
Enter positions with cost basis, current values, and transaction history. Batch upload for larger portfolios.
Log periodic market values. The system calculates returns automatically using Modified Dietz methodology with proper cash-flow weighting.
Invite clients to their own portal, or generate branded PDF reports for quarterly reviews. Their view, your control.
A quick tour of the advisor workspace — from the portfolio dashboard to client-ready performance reports. Click any screen to enlarge.
Advantage Portfolio Hub exists because the alternatives are either too expensive, too complex, or require you to duct-tape spreadsheets together every quarter.
Stop reconciling across twelve tabs every quarter. Enter data once. Performance calculations, entity rollups, and client reports all flow from a single source of truth.
PDF reports pull from live data and apply consistent Modified Dietz methodology across every entity and period. Click generate and review, not build from scratch.
Give each client their own secure login with read-only access to positions, returns, and documents. Transparency builds retention better than any pitch.
Two-factor authentication, bcrypt password hashing, CSRF protection, full audit logging, and role-based access control. Your compliance officer will be pleased.
Built for alternatives-heavy, multi-entity books, without enterprise pricing or a net-worth-app ceiling.
The alternatives-and-entities job, self-serve, without a six-figure enterprise contract or a dedicated operations hire.
Compare with Addepar →Transparent, self-serve pricing and a free trial, with no sales call required to see the product.
Compare with Masttro →A portfolio system with entity rollups and real performance reporting, not just a personal net-worth tracker.
Compare with Kubera →See how Advantage Portfolio Hub fits your practice. Reach out and we'll help you get set up.