For advisors

Show a prospect what’s really in their portfolio. Under your firm’s name.

Import a client’s or prospect’s holdings and hand them a private, detailed Portfolio X-Ray, branded with your logo, firm name and contact. It covers anatomy, performance and risk, correlation, five allocation scenarios and a retirement runway.

Start as an advisor See a sample report
Questions? Write to contact@vortaris.co
A branded report for every client, every month
Up to 100 clients
Your client book is private to you
Sample Portfolio X-Ray cover branded for Example Advisory, prepared for client J.D.
Sample for a fictional client, using real market data as of Oct 7, 2026.
How it works

From a statement to a branded report.

No brokerage logins. Your client or prospect sends a statement; you send back a report with your name on it.

STEP 01

Add the client or prospect

Create a private client workspace, labelled with initials rather than a name.

STEP 02

Bring in their holdings

Upload a statement screenshot or PDF, import a CSV, or enter positions by hand. Stocks, ETFs and crypto across every market on our coverage list.

STEP 03

Generate the branded X-Ray

A permanent web report and a PDF, in English or Portuguese, with your logo, firm name and contact on the cover.

What’s in the report

Six chapters, one frozen snapshot of the portfolio.

Every figure comes from the portfolio’s own holdings and live market data. The report locks those values, so it stays reproducible.

Holdings table and allocation donut from the sample report
01

Portfolio anatomy

What they own, by asset, market and concentration.

Value path chart and risk metrics from the sample report
02

Performance and risk

Return, volatility, drawdown, Sharpe and Sortino ratios.

Correlation matrix from the sample report
03

Correlation

Which holdings move together, and how much.

Risk and return map of the five Quant Engine profiles from the sample report
04

Five allocation scenarios

How five Quant Engine profiles would reshape the mix. Illustrative, not recommendations.

Simulated retirement paths from the sample report
05

Retirement runway

Whether the portfolio can fund a target spending level. Optional.

Review points from the sample report
06

Review priorities

The points worth raising at your next conversation.

See a sample report →

Your client book

Every client’s portfolios in one private workspace.

  • ✓Up to 100 clients, each with their own portfolios
  • ✓Switch between your own portfolio and any client in one click
  • ✓The full analysis on every client: Dashboard, Risk DNA, Correlation, Quant Engine and Runway
  • ✓Private Wealth on every client: private assets, liabilities and structures such as trusts and holding companies
  • ✓Delete a client and their data goes with them
Vortaris advisor workspace showing client J.D.’s holdings, with the client list and search in the sidebar
Pricing
Vortaris Advisor · per seat
$49/month
or $490/year, 2 months free
✓A branded Portfolio X-Ray for every client, every month (up to 100 a month)
✓Up to 100 clients, several portfolios each
✓Everything in Private Wealth, on your own portfolio and every client’s
✓Reports in English or Portuguese, web and PDF
Start as an advisor Questions? Write to contact@vortaris.co

Prices in USD. Billed in your local currency where available, via Stripe.

Analytics and reporting software. The advice is yours. Vortaris measures and reports; you own the recommendation and your regulatory obligations. Allocation scenarios are illustrative, not recommendations.

Bring a Portfolio X-Ray to your next client conversation.

Start as an advisor, or ask us anything first.

Start as an advisor Email us