Spend more time with your clients and less time analyzing

20 hours a month is spent comparing clients’ portfolios with other options. We bring you the critical data to give you back 19 of those hours.

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Focus On Growing Your Practice

Time spent using poor technology and explaining issues to your clients can cost you five weeks per year in time lost. We help you save time and simplify your business.

Build A Client’s Portfolio In Seconds

What used to take you 11 steps to build a client's portfolio now takes only 3 with Correlate.

Switch funds out, see the results update live

Easily add, adjust, and remove funds to determine the best portfolio for your clients.

Instantly Compare Performance

Compare your recommendations against your client's portfolio to demonstrate the impact. Make changes on the fly right in front of your client.

Create easy to read, branded proposal

Generate a formatted recommendation that is tailored to the needs of your client with the level of detail that they require.

Everything You Need, Nothing you Don't

Correlate gives you the tools you need to demonstrate the value you provide to your clients.

Hear it Directly from the Portfolio Managers

Our first season of our podcast is complete. Check out all 13 episodes to learn more about funds directly from the people who manage them.

podcast

I have reviewed many fund search software and websites over my 19 year career and I can honestly say that Correlate is the easiest and most comprehensive program I have worked with. I would rather pay for an excellent program and have support than free with no support.

Jeff Smith Advisor & Co-Founder of The FINancial Company

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