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Client-ready reporting from the models you already maintain.

Your portfolio models stay in Excel where they belong. The client-facing layer gets built on top in minutes, and a real engineer makes sure it is precise.

100+ apps built · Free to start · No credit card
TRUSTED BY TEAMS AT
SILCAPandazzzGoodlordEvolved PGMSNCitadel MortgagesCorsearchStillioHabit SalonCorra
Your sheet
HoldingTickerWeightReturnClient
US large capVOO38%+11.2%Whitfield
Global bondsBNDW24%+3.1%Whitfield
Private creditFund II12%+8.7%Marsh Family
Becomes
Portfolio dashboard
Client report portal
Deal pipeline

What asset managers build here

All of it from the one sheet you already keep.

Portfolio dashboard

Positions, weights, and performance from your models, live instead of quarterly.

portfolio · live
Portfolio dashboardLive
AUM
$128M
YTD
+8.4%
Accounts
61
Last 6 weeks
Synced to Sheets · live

Sheet to software in three steps

Bring the sheet

Upload the file or connect the Google Sheet, exactly as messy as it is today.

Say what you need

Plain English. "Turn this into a job tracker my crew can open on their phones."

It goes live

Minutes later it is a real app on a real URL, and an engineer checks it with you.

24/7 live help from real engineers AI that knows your data, inside every app Logins for the whole team Hosted on your own domain
You can get started for free
Build it now, or talk it through with a real person first.

Sound familiar?

The three complaints we hear most.

Report season is a week of copy-paste

Quarter end means lifting numbers out of the model, into a template, into a PDF, once per client. A portal that reads the model directly turns report season back into a normal week.

The model only opens on one machine

Decades of logic live in a workbook only one person truly understands, and everything client-facing routes through them. Putting a read layer on top means the knowledge keeps working even when that person is on a plane.

Clients want numbers between quarters

The call always comes mid-quarter, and the honest answer is a two-day turnaround. A client login with current numbers answers the question before it becomes a phone call.

Questions asset managers ask us

Yes. The models stay exactly as they are, on your machines. The dashboard reads the outputs and never touches the logic.

Everything is encrypted in transit and at rest, every client login is scoped to only that client, and your data is never used to train anything. On-premise setups with local AI are available for firms that need them.

Yes. Access is per login. A client sees their holdings and reports, and nothing else that exists in your book.

One subscription, regardless of how many dashboards, portals, and pipelines you build on it. No per-seat surprises as the client list grows.

Either. Describe what you need and the AI builds it in minutes, or book a call and a real engineer builds it with you against your actual workbook.

Build it from the sheet you already have.

Free to start. One subscription covers everything you build.

Start building free Talk to us

Guides for asset managers