Advisor Core streamlines your workflow from prospect to proposal, leveraging AI to analyze portfolios, generate insights, and create customized reports in minutes.
Saved per week on analysis/reporting tasks
Client Assets run through
the platform
Increase in Client
Conversions
Risk Tolerance and
Values Assessments
First-Upload
Statement Extraction
Extract data from any PDF statement with 95% first-try accuracy. Say goodbye to hours of manual entry and hello to more time for strategic thinking.
Find the best-fit model portfolio for your clients in seconds. Align with their risk tolerance, values, and financial goals effortlessly.
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Get a 360-degree view of portfolios across key metrics including risk, fees, returns, and values alignment. Make data-driven decisions with confidence.
Our "Chat-with-Portfolio" feature provides instant insights and tailored talking points. It's like having a skilled analyst at your fingertips 24/7.
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Create professional, branded presentations with just a few clicks. Customizable templates built in Power-Point mean you're always on-brand and compliance-ready.
At YourStake, we recognized the transformative potential of AI across Financial Services. To harness this potential effectively, we turned to our most valuable resource: our clients. We asked them this:
"What tasks do you wish you didn't have to do, and where in your workflow could AI make you the best Advisor possible?"
Their answers formed the foundation of Advisor Core – a comprehensive, AI-powered platform designed to address the real-world challenges faced by financial advisors every day. Built from a team with deep expertise in data-science and industry leading Advisor technology since 2019, our platform streamlines your workflow, enhances client service, and drives practice growth.
From streamlining prospect onboarding to enhancing portfolio analysis and automating proposal generation, Advisor Core frees you to focus on what truly matters – building client relationships and growing your practice. Our intuitive platform harnesses the power of AI to handle the complex, time-consuming tasks, allowing you to dedicate more time to providing personalized, high-value service to your clients.
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Advisor Core Explained: Accelerate Prospect Conversion, Enhance Client Value
Advisor Core dramatically reduces the time it takes to analyze a prospect's portfolio and generate a proposal:
- Automated data extraction from brokerage statements saves hours of manual entry
- Instant portfolio analysis across key metrics (risk, returns, fees, values alignment)
- One-click generation of customizable, branded presentations
- This process reduction from weeks to days (or even same-day) can significantly improve conversion rates, with some advisors reporting a 20% increase in prospect conversions.
Advisor Core offers robust capabilities for values-based investing:
- Access to a behavioral science backed Values Questionnaire and Values Picker tool to determine client personas
- Over 150 different metrics covering 5 key client value areas: Health, Environment, Human Rights, Accountability and Equal Opportunity
- Ability to screen portfolios based on specific client values (inclusions and exclusions)
- Generate reports showing how well a current portfolio aligns with a client's values
- Capability to optimize portfolios for better values alignment while maintaining desired financial characteristics through the Values-Aligned Direct Index Solution (VADIS)
- This allows you to offer truly personalized portfolios that resonate with clients' personal values, potentially increasing client satisfaction and retention.
Advisor Core provides several features that can help set your practice apart:
- AI-assisted portfolio analysis gives you deeper insights to share with clients
- Values-based investing capabilities allow you to address the growing demand for personalized investments
- Customizable, branded reports help you present a professional image
- The ability to quickly generate and adjust proposals during client meetings showcases your responsiveness and expertise
- These features help you demonstrate your value proposition and justify your fees in an increasingly competitive landscape.
While exact ROI will vary, Advisor Core can provide significant time and cost savings:
- Reduce proposal preparation time from 1 week to 1 day on average
- Save an estimated 5+ hours per week on analysis and report preparation
- Potential for increased revenue through higher conversion rates and the ability to serve more clients
- For example, one RIA aggregator saved over $60k/year in time savings alone for their team of four portfolio consultants
- The efficiency gains allow you to focus more on client relationships and business development, potentially leading to practice growth
- Remember, these benefits can compound over time as you streamline your processes and grow your client base.
