Prices, charts, returns and your clients’ policies, across insurers, in one place. Built for licensed advisers who take their clients’ portfolio seriously.
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Across insurersPrices every weekdayClient policies from statements
“How did this fund do last month? Last quarter? Last year?”
The question every client asks. Four pages that answer it before they finish the sentence.
Chart
Any fund, any period. Tap or hover for the exact date and price, drag to measure a period, overlay the S&P 500.
Performance
How every fund moved last month, last quarter and last year, in one table you can sort.
Watchlist
Your funds, grouped by insurer, with a morning summary every weekday.
Portfolio
Upload a client’s statement. The policy is valued from real prices every day, estimates marked as such.
From advisers using it
Your clients trust you with their future.
We help to ensure that trust is never broken.
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Reference data for licensed advisers. Not financial advice. Fund prices sourced from insurer portals. Figures on the dashboard above are illustrative samples.
Google and Apple sign-in don’t work inside Instagram or Facebook’s browser. Use your email instead: we send a 6-digit code, no password. Prefer Google or Apple? Tap ··· at the top right, then Open in browser.
Starter funds free. Every ILP fund free for 7 days.
Your own address, not your work one.
No password to invent. We email a 6-digit code and you’re in.
or continue with
Google and Apple sign-in don’t work inside Instagram or Facebook’s browser. Use your email instead: we send a 6-digit code, no password. Prefer Google or Apple? Tap ··· at the top right, then Open in browser.