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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Hundreds of advisors nationwide use Correlate to grow their practices every day.

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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 to save time and simplify your business.

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BUILD A CLIENT’S PORTFOLIO IN SECONDS

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

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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.

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Switch funds out, see the results update live

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

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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.

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Bring it with you

We’ve optimized Correlate for Tablets too.

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.

WE HAVE THE MOST EFFICIENT FUND COMPARISON TOOL ON THE MARKET

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QUALITY DATA

Use industry leading data for your analysis. We are powered by Thomson Reuters.

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ALL FUND TYPES

Compare Mutual Funds, ETFs and Segregated Funds. Select the right products for your clients.

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UNLIMITED REPORTS

UNLIMITED REPORTS

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TRACK CLIENT REVIEWS

TRACK CLIENT REVIEWS