Advisor SmartBrain

Advisor SmartBrain is a professional portfolio consolidator designed for assertive management of investment portfolios on both web and mobile platforms. It offers a modern, intuitive interface to consolidate a wide range of market assets including fixed income instruments, variable income, funds, treasury products, cryptocurrencies, and alternative assets.

Users can analyze portfolio profitability, allocation by strategy or custodian, risk and return metrics, volatility, financial availability, and more. The extension provides comprehensive reports such as portfolio, strategies, managers, custodians, and income reports. It's ideal for investment advisors seeking up-to-date portfolio tracking and detailed reporting capabilities.