The Wealth/Stack Showcase
Why We Were Selected:
Portformer is an online financial research app that helps advisors save money for their clients by discovering lower-cost, higher quality and more capital-efficient investments. Upgrade your investment process, build trust with your clients and grow your business with Portformer.
What We’re Solving:
Today advisors have to prove to clients just how important they are. Portformer from Astrocyte Research uses machine learning to search millions of strategies and quantify if a fund is “earning its fees.” Advisors can quickly discover better investments, create more cost-efficient and diverse portfolios, and demonstrate the difference to their clients.
Why We’re Different:
Most fintech solutions for advisors focus on building model portfolios—the recipe rather than the ingredients. But it takes more than just a good recipe to make a great dish. You need the very best ingredients too. Portformer finds those ingredients. By comparing each fund to thousands of peers using machine learning, Portformer discovers the highest quality, lowest-cost investments. For any fund, view 10 top alternatives and visualize the differences between them with powerful, intuitive graphics. Unlike many ratings services, our analytics are strongly opinionated and actionable. Find investments that precisely fit your needs and quantify the savings to your clients with Portformer.