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.
Trusted by industry leaders nation wide, including
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.
Using Correlate has shortened my meeting prep time considerably and simplified the material I use during client meetings. Navigating through the clutter and comparing portfolios and funds is quick and easy. The reports are clear, concise yet simple enough to not confuse the client. Correlate is a phenomenal value add to my practice.
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