Reimagine Investment Proposals: Inside Advisor Core's 2025 Release

Creating compelling investment proposals that showcase your value proposition has never been more critical. 

The latest Advisor Core release transforms this process with powerful new capabilities that elevate how you analyze, optimize, and present portfolio recommendations. 

Our 2025 updates introduce sophisticated three-portfolio comparison capabilities, enhanced asset location analytics, and intelligent tax transition planning - all designed to help you create more compelling, data-driven proposals that resonate with clients and prospects alike to help you win more deals.

Three-Portfolio Comparison: A New Way to Demonstrate Value

Financial advisors often face the challenge of clearly demonstrating how their proposed changes will benefit clients. Our new three-portfolio comparison feature transforms this conversation by allowing you to show exactly how your recommendations stack up against both current holdings and optimized alternatives.

Video: Three-Portfolio Comparison Demo

When you load a client's portfolio into Advisor Core, you can now simultaneously analyze their current holdings, your proposed portfolio, and an optimized direct index strategy or selected benchmark in one proposal on one screen. 

The system can generate these custom-optimized portfolios in about 10 minutes, maintaining low tracking error while adhering to client values and risk preferences. These custom portfolios can be delivered through the Values-Aligned Direct Index Solution (VADIS) or download the list of holdings to build yourself. 

For example, imagine you're working with a client who holds a collection of individual stocks and legacy mutual funds. Using the three-way comparison, you can show them:

1. Their current portfolio's performance, risk metrics, and tax efficiency
2. How your proposed model portfolio would improve their risk-adjusted returns
3. What an optimized direct index strategy could achieve in terms of tax efficiency and risk and/or values alignment

This side-by-side comparison creates compelling visual evidence of your value proposition, making it easier to have meaningful conversations about portfolio changes.

Enhanced Asset Location Analytics: Beyond Basic Tax Efficiency

Proper asset location across account types can significantly impact after-tax returns, but explaining these benefits to clients has traditionally been challenging. Our enhanced asset location analytics solve this problem by providing clear visualizations and actionable insights.

Video: Asset Location Analytics Demo

When you upload statements from different account types, Advisor Core automatically analyzes the tax efficiency of current positions. The system identifies opportunities like high-growth assets in taxable accounts or tax-inefficient bonds in Roth accounts, then generates specific recommendations for improvement.

Consider a real-world scenario: A client has a growth-oriented mutual fund in their taxable account generating significant capital gains distributions, while their Roth IRA holds municipal bonds. Advisor Core would flag this as an opportunity and provide talking points explaining why swapping these positions could improve long-term after-tax returns.

The system's recommendations aren't just generic guidelines – they're tailored to each client's specific situation, taking into account factors like:

• Current holdings across all accounts
• Tax characteristics of each position
• Growth potential and income generation
• Account-specific tax treatment

Tax Transition Planning Made Practical

Moving clients from their current portfolio to your recommended allocation often involves careful tax management. Our enhanced tax transition tools help you create realistic, multi-year transition plans that respect tax constraints while moving toward optimal allocations.

Video: Tax Transition Planning Demo

Here's a practical example of how it works: A client comes to you with a concentrated position in several highly appreciated stocks. They're concerned about the tax impact of transitioning to your recommended portfolio. Using Advisor Core, you can:

1. Set a specific tax budget (say, $25,000 per year in realized gains)
2. Review multiple transition pathways with different timelines
3. Generate detailed trade recommendations that respect tax constraints
4. Show the client exactly how their portfolio will evolve over time

The system automatically considers factors like holding periods, unrealized gains/losses, and account types to create an intelligent transition plan. You can even adjust capital gains tax rates to match each client's specific situation.

Comprehensive Fee Analysis

Fee transparency is critical for building trust with clients. Our enhanced fee analysis tools help you have clear conversations about costs while demonstrating the value of your services. The system now allows you to input both advisory fees and third-party management fees, then project their impact over time.

Video: Fee Analysis Demo

For instance, you might show a client how your proposed 90 basis point fee compares to their current advisor's 95 basis point fee, while also factoring in the lower expense ratios of your recommended funds. The 20-year projection helps clients understand how even small fee differences can significantly impact long-term wealth.

Getting Started with Advisor Core 25 to upgrade your investment proposal process

Getting up to speed with these new capabilities is straightforward. Start by uploading a client's current portfolio and running the enhanced analysis suite. The system will guide you through optimizing asset location, creating tax transition plans, and generating compelling visualizations for client presentations.

We offer comprehensive training resources to help you make the most of these new features, including detailed video tutorials and weekly office hours with our support team.

Get started with a 14-day free trial of Advisor Core at no cost.

Looking Ahead

These enhancements represent just the beginning of our commitment to providing advisors with sophisticated yet intuitive portfolio analysis tools. We're already developing additional features based on your feedback, always focused on helping you deliver more value to clients while scaling your practice efficiently.