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Early Beta Release


CREATE INVESTMENT REPORTS IN A FRACTION OF THE TIME

StratCheck is an investment performance analysis tool for wealth and portfolio managers that lets you interactively explore investment performance and generat reports in a fraction of the time.

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Early Beta Release


CREATE INVESTMENT REPORTS IN A FRACTION OF THE TIME

StratCheck is an investment performance analysis tool for wealth and portfolio managers that lets you interactively explore investment performance and generat reports in a fraction of the time.

 

How Long Does it Take You to Create an Investment Report?

 

Portfolio and wealth managers spend vast amounts of time constructing reports that are provided to investors. StratCheck enables interactive exploration of investment performance with flexible report generation so that portfolio and wealth managers can spend more time focusing on portfolios.

 
 
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Value


Do More than Explain your Value, Visualize It.

Value


Do More than Explain your Value, Visualize It.

 

The tools currently available force your clients to abstract the impact of your insights, resulting in potential lost sales or lengthening your sales cycle.  

With StratCheck, you have the ability to actually show them how their portfolios would perform if they leveraged your investment recommendations, making your value to clients real and immediate.

 

 
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Your Investment Ideas


Bring Your Investment Ideas To Life

Your Investment Ideas


Bring Your Investment Ideas To Life

 

Whether using our white-labeled reports or interactively exploring the analysis in front of a client, our intuitive interface ensures you can clearly demonstrate the value of your recommendations.