Effective portfolio management for financial advisors
The FIREkit Advisor Portal simplifies tracking client portfolios, supports informed investment decisions, and helps monitor the dynamics of client relationships - all in one intuitive platform
Why is FIREkit better than spreadsheets and custom solutions?
Advanced analytics based on various portfolio parameters
Suggestions on asset allocation according to target levels
Client portfolios accessible on a single platform
A tasks module to track collaboration progress
Easy access for advisors and clients from any device
Support of key exchanges and the ability to track any assets, understand their profitability and efficiency
There is no problem of "outdated tables" that need to be maintained or migrated somewhere over time
How do we work with financial advisors on the platform’s improvements?
We take into account feedback and suggestions for improving the service
We constantly consult with leading advisors in Europe and the USA regarding the development of FIREkit capabilities
We make it possible to customize access levels and features of the platform to accommodate to the needs of your business
Our key partners have the ability to influence development priorities and thus we strive to continue to grow together
What you get with FIREkit Advisor Portal
Keep track of various assets
Flexible Team Access Control
Easy access to all clients' portfolios
Real-time Reporting and Analytics
Custom Branded Portal
Solid Security practices that ensure our platform’s robustness and modern vulnerability testing methods
Tasks module to track the progress towards reaching the goals
Cost-effective pricing for your success
Try FIREkit Advisor Portal now
Book a demoReviews
Lyubomyr Ostapiv
founder of Wealth Gardens, financial advisor
At first, I was a bit skeptical about the FIREkit's business, because I had seen similar solutions only in the USA. I am pleased that the team of founders was able to create a world-class technological product and continues to develop it. I offer Wealth Gardens clients outside the US FIREkit on the same level as the US-based software, in which usually tens of millions of dollars have been invested. One of FIREkit's strengths today is crucial data visualization.
Vasyl Matiy
asset manager, co-founder, and financial advisor at Smart Family Office
FIREkit allows us to see a broader picture of each client's assets, effectively build the steps of implementing an investment plan, as well as model forecast options and analyze the dynamics of portfolios, improving our cooperation.
Robert C.
financial advisor in the UK
FIREkit is a convenient and secure tool for building trustworthy relationships with our clients. It is easy to use and allows tracking multiple asset classes on one platform. It also helps with reviewing the portfolio dynamics and analytics during regular client meetings. The Tasks module is another benefit for guiding our clients towards the key milestones in their journeys to financial stability and independence.