Advisor Core –
Portfolio Analysis and Proposal Generation

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"Advisor Core has greatly reduced the time spent researching client’s current fund expenses and comparing them to our proposed portfolio. Thanks to Advisor Core, I now have an extra 2-3 hours a week to focus on the families that I serve."

Alexx Peralta, CFP
Financial Advisor Associate,
Retirement Investment Advisors, Inc.

Unlock a free demo: Learn how to scale your practice faster using Advisor Core

Video Form

Upload any client statement and quickly get a formatted Excel file

Utilizing AI in this process saves an Advisor hours of administrative work per client. Our OCR technology can extract holdings information from any statement with holdings information.

Book Demo
upload a portfolio statement and instantly return an excel file

Instantly receive an analysis of the uploaded portfolio

Whether it be a quarterly check-in or prospect analysis, our platform is built to easily see areas of strength and areas of concern. With the ability to align with Risk and even Values preferences.
Run an analysis

Chat-with-portfolio is an analyst at your fingertips

Wonder why Fees are so high? Ask Intelligent Advisor what holdings are causing it. Need to see the top and worst performing securities last quarter? Quickly get the answer all in our output controlled chat.
Start using this feature

Output a presentation aligned to your brand

White-labeled to your firm standards so you can incorporate it into your client meetings. Easily toggle between the level of detail you would like to show, and input your own firm disclosures as needed.
Build a proposal

Advisor Core Pricing

Statement extraction, portfolio analysis, and proposal generation capabilities using GenAI in a unified platform that can be accessed modularly to unlock higher prospect conversion rates and operational efficiencies team and firm-wide.
Unsure about what option is right for you? Chat with our team

Standard

$100/month
Monthly or Annual (2 months free)
Ideal for solo RIAs and Advisors
1 user
75 statement uploads in a year
Instant statement PDF uploads and Excel file downloads
Full suite of portfolio analytics including risk and values questionnaires
Downloadable, custom proposal presentation in PPT
Get Started

Enterprise

Custom
Annual
For larger organizations with higher statement upload needs
Dedicated Account Support
More analysis and custom data connection
Custom extraction builds available
Ability to connect within existing system
Schedule Demo

"YourStake's AdvisorCore tool has made analyzing prospective client portfolios a breeze. The statement extraction feature offers a seamless pathway to impact analysis upon upload, and has proved to be an essential tool in our office."

Sierra Smith
Investment Advisor, blue marble Investments
Advisor Core

Convert Prospects In 1 Meeting

We've built a new prospect analysis and proposal tool that gives time back to Advisors so they can focus on what matters most.
"These tools are on the bleeding edge of what this team is capable of doing. YourStake is building the future of client personalization,"
- Financial Advisor based in New Jersey
AI Statement Transcription
Save hours of work per client by letting AI do the heavy lifting.
Instant Analysis
In minutes, get a full analysis across key personalization pillars.
Chat-with-Portfolio
It's like having a personal in-house analyst, able to answer any question.
Client-Ready Proposals
Toggle between layers of data and insert directly into client reports.

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