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Portformer

Profile

Portformer helps modern wealth advisors quickly and confidently compare Mutual Funds and ETFs to identify higher quality funds using our head-to-head comparisons and the Portformer Relative Replacement Score.

Our proposal generation tool clearly walks prospects through the tradeoffs between costs, taxes and performance to help advisors win more business and reduce the time to implement plans.

ETF issuers and strategists use Portformer to see which funds are ‘earning their fees’ and how different funds can be used to improve their model portfolios.