Advisors
Show clients what a plan looks like before it's real
Use accounts to model portfolios, walk clients through trade-offs and train new team members — all with virtual funds.
Tools for advisory practices
Client accounts
Set up a separate virtual account for each client conversation and keep their scenarios apart.
Model portfolios
Build conservative, balanced and growth models across stocks, ETFs, FX and crypto.
Rebalancing practice
Rehearse rebalancing trades and see the impact on allocation and cash in real time.
Clear reporting
Portfolio allocation, P&L and full activity history that's easy to explain.
Audit trail
Every administrative adjustment is logged with a reason, timestamp and author.
Team onboarding
Give junior staff a safe place to learn the platform before they touch client workflows.
An advisor dashboard at a glance
See all of your accounts in one table with balances, bonuses and activity status. Open any account to adjust virtual funds or reset access.
- Sortable, searchable account list
- Per-account audit history
- Password reset without client emails
Model portfolio walkthroughs
Build a model live with your client, then let them watch it move with indicative prices. It turns abstract risk conversations into something they can see.
Getting started
Request advisor access
Your firm's administrator grants advisor permissions to your login.
Create client scenarios
Open accounts for each client or model you want to present.
Present and review
Walk through trades together and export activity for your notes.
Advisor FAQs
Turn conversations into demonstrations
Instead of describing risk, show it. Build a model with your client, then let them watch it react to indicative market moves in real time.
Train your team safely
New hires learn the order flow, account views and reporting on a realistic platform before working with real client processes.
What advisors say
My clients finally understand what a balanced portfolio feels like day to day.
We onboard every junior analyst on the platform now. It saves weeks.
Being able to model scenarios live in meetings has changed our conversations.
Ready to get started?
Open an account in minutes.