For independent advisers and tax professionals
A paid pilot for adviser-reviewed portfolio reports
Turn client holdings into portfolio illustrations your firm reviews and approves. Built for advisers in any country, small planning firms and financial-wellness teams.
For independent advisers and tax professionals
From €1,500 setup + €299/month, 25 pilot reports.
The current illustration identifies declared costs and concentration. Look-through overlap, tax calculations and verified publisher data remain unavailable until their evidence and licensing checks pass. A signed scope must name those limits before a pilot starts.
For independent advisers and tax professionals
One jurisdiction, a defined allowance
The starting package includes firm-branded intake, one agreed jurisdiction/account context, onboarding, adviser target assumptions, review and approval history, PDF printing and structured export. The expanded package is €3,000 setup + €599/month for 50 pilot reports.
Additional reports, integrations and jurisdiction work need a separate quote. No custody, trade execution, CRM, SSO or unlimited custom development. The professional owns the interpretation and client approval.
For independent advisers and tax professionals
Inspect the pilot package
For independent advisers and tax professionals
Tell us about your firm
Do not include client names, holdings, account numbers or tax identifiers. This form qualifies your firm; client data belongs in the agreed pilot intake.
Pilot and security contact: enterprise@mrfreire.net