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 models.

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Analyze.

Understand every holding, exposure and risk.

Three jobs, one platform.

Analyze portfolios, optimize transitions, build proposals.

01

Portfolio Analysis

Understand holdings, exposures and risk for both prospective and current clients.

Market cap and style boxes and geographic exposure from the pre-analysis. Explore 02

Portfolio Transition and Optimization

Move taxable accounts into your models while accounting for tax budgets, investment restrictions and client preferences.

Current and proposed portfolios side by side. Explore 03

Personalized Investment Proposals

Create tailored presentations that explain advice, strengthen relationships and grow your business.

Cover of a sample investment proposal. Explore

Analyze a portfolio. Optimize how that portfolio transitions into your investment strategy. Build a personalized investment proposal.

Five steps. One workflow. Zero spreadsheets.

Every account follows the same path, so you can standardize the work behind growth across your organization.

Step 1 of 5

Upload a statement or link an account. See the full portfolio in seconds.

  • Read any brokerage PDF or Excel file
  • Analyze the entire household or each account separately
  • Capture every tax lot, cost basis and gain
Import step: the extracted portfolio with market value, cost basis and gain for every position.

Simple pricing. Unlimited analysis, transitions and proposals.

Single

1 license

$299per month
Get started
  • PDF statement extraction
  • All core analytics
  • Unlimited PDF proposals
  • Unlimited investment transitions
  • Personal model library
  • White-label branding
  • Phone and email support

Multi-licenseMost teams

From 3 users

$249per user, per month
Get started
  • Everything in Single
  • Portfolio data shared across your team
  • Team model library
  • Priority phone and email support

Enterprise

Larger firms

Custom
Talk to us
  • Everything in Multi-license
  • Models distributed from one central library
  • Consistent proposals across the firm
  • Compliance oversight view
  • Single sign-on and role-based access
  • Tailored onboarding and training
  • A dedicated account manager

Resources

Short videos.

One for every part of the workflow, about a minute each.

Case studies.

Real advisory problems, worked through in Pack Analytics.

Case study 01 · Film 2:20

Tax-sensitive transition: from the prospect statement into your models.

A $5.0M concentrated stock portfolio with $3.0M of embedded gains and a client with firm opinions: no more than $300,000 of capital gains, keep Exxon, $100,000 in cash, 1% in Bitcoin and decrease equity to 80%.

Portfolio
$5.0M
Embedded gains
$3.0M
Gains budget
$300K
Watch the case study
01 / 03

More case studies are on the way. See all case studies

Questions advisors ask first.

Still have a question?

Twenty minutes with the team, from a sample statement to a client-ready proposal.

Schedule a demo

See it live, end to end.

Twenty minutes with the team. From a sample statement to a client-ready proposal, live.

Book a demo

    Film