5 Accelerators deliverables from the Finantrix Store.

Accelerators — Store

<p>The advisor desktop is consolidating — research, CRM, planning, and portfolio views that used to live behind five separate logins are converging into a single workstation, and which platform wins that consolidation shapes how advisors actually spend their time with clients.</p>
<p>The Financial Advisor Workstation Features and Functions turns that decision into a structured, vendor-neutral reference instead of a set of vendor demos — ready to drop straight into an RFP, a vendor scorecard, or a benchmark of what you already run.</p>
<p>Delivered as an editable spreadsheet.</p>
<h3>What's Inside</h3>
<ul>
<li>Spreadsheet with ~120 features and functions, logically grouped by capability area</li>
<li>Business context diagram depicting the conceptual vision of the advisor workstation</li>
</ul>
<h3>Key Capability Areas</h3>
<ul>
<li><strong>Client acquisition and onboarding</strong> — streamlined workflows for new client setup and servicing</li>
<li><strong>Profiling and planning</strong> — tools for understanding client goals and building financial plans</li>
<li><strong>Asset management and solution implementation</strong> — capabilities for managing investments and executing strategies</li>
<li><strong>Reporting</strong> — client-facing and internal performance and compliance reporting</li>
<li><strong>Practice management</strong> — operational tools to run and grow an advisory practice</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li>Benchmark existing advisor workstation capabilities against a best-in-class feature set</li>
<li>Build an RFP or vendor evaluation scorecard for advisor technology platforms</li>
<li>Define the future-state vision for advisory tooling in digital transformation initiatives</li>
<li>Align business and technology stakeholders on priority features</li>
</ul>
<h3>Who It's For</h3>
<p>Heads of advisor tools and technology, custodian platform executives, technology leaders, business and enterprise architects, and software vendors evaluating best-in-class standards.</p>
<div style="background:#f8f8f6;border:1px solid #d4d4d0;border-radius:6px;padding:16px 20px;margin-top:20px;font-size:0.82rem;color:#666;">
<h4 style="font-size:0.72rem;text-transform:uppercase;letter-spacing:0.06em;margin-bottom:8px;">Terms</h4>
<ul>
<li>Digital product — sold as-is, no returns or refunds</li>
<li>Content may require customization to your specific context</li>
<li>Consultancy license required for multi-client use</li>
<li>No implementation support included (<a href="/contact">contact us</a> for advisory services)</li>
<li>Subject to standard <a href="/legal/terms-of-service">terms of service</a></li>
</ul>
</div>

Financial Advisor Workstation Features and Functions

Enterprise License

Consultancy License

A conceptual vision and ~120 essential features for best-in-class financial advisor workstations, delivered as an editable spreadsheet.

<p>Financial planning platforms are absorbing tax, estate, and Social Security optimization workflows that used to require separate specialist tools, and the resulting feature set is broader — and harder to compare vendor to vendor — than it was five years ago.</p>
<p>The Financial Planning Software Features turns that decision into a structured, vendor-neutral reference instead of a set of vendor demos — ready to drop straight into an RFP, a vendor scorecard, or a benchmark of what you already run.</p>
<p>Delivered as an editable spreadsheet.</p>
<h3>What's Inside</h3>
<ul>
<li>Spreadsheet with ~250 features and functions, logically and hierarchically grouped</li>
<li>Business context diagram of a conceptual financial planning solution vision</li>
</ul>
<h3>Key Capability Areas</h3>
<ul>
<li><strong>Client profiling</strong> — capture demographics, risk tolerance, and financial objectives</li>
<li><strong>Data gathering</strong> — aggregate accounts, assets, liabilities, and income sources</li>
<li><strong>Risk assessment</strong> — evaluate client risk capacity and investment suitability</li>
<li><strong>Goal analysis and planning</strong> — balance sheet, income statement, protection planning, tax planning, accumulation goals, portfolio analysis, and estate planning</li>
<li><strong>Asset allocation and investment planning</strong> — model portfolios and implement investment strategies</li>
<li><strong>Goal tracking</strong> — monitor progress and adjust plans over time</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li>Foundation for an RFP and evaluation of financial planning software platforms</li>
<li>Benchmark current planning tools against a comprehensive feature set</li>
<li>Define requirements for building or enhancing proprietary planning solutions</li>
<li>Align stakeholders on planning technology priorities during transformation programs</li>
</ul>
<h3>Who It's For</h3>
<p>Heads of advisor tools and technology, custodian platform executives, technology leaders, business and enterprise architects, and software vendors benchmarking best-in-class planning capabilities.</p>
<div style="background:#f8f8f6;border:1px solid #d4d4d0;border-radius:6px;padding:16px 20px;margin-top:20px;font-size:0.82rem;color:#666;">
<h4 style="font-size:0.72rem;text-transform:uppercase;letter-spacing:0.06em;margin-bottom:8px;">Terms</h4>
<ul>
<li>Digital product — sold as-is, no returns or refunds</li>
<li>Content may require customization to your specific context</li>
<li>Consultancy license required for multi-client use</li>
<li>No implementation support included (<a href="/contact">contact us</a> for advisory services)</li>
<li>Subject to standard <a href="/legal/terms-of-service">terms of service</a></li>
</ul>
</div>

Financial Planning Software Features

A conceptual vision and ~250 essential features for financial planning platforms, delivered as an editable spreadsheet for RFPs and benchmarking.

<p>Investment research desks are absorbing AI-assisted summarization and alternative data faster than most can formally evaluate it, and the resulting workstation decisions increasingly hinge on integration and workflow fit as much as raw data coverage.</p>
<p>The Investment Research Workstation Features and Functions turns that decision into a structured, vendor-neutral reference instead of a set of vendor demos — ready to drop straight into an RFP, a vendor scorecard, or a benchmark of what you already run.</p>
<p>Delivered as an editable spreadsheet.</p>
<h3>What's Inside</h3>
<ul>
<li>Spreadsheet with ~75 features and functions in a logical, hierarchical grouping</li>
<li>Coverage of both fundamental and quantitative research workflows for equity and fixed income</li>
</ul>
<h3>Key Capability Areas</h3>
<ul>
<li><strong>Securities universe definition</strong> — tools for screening and selecting the investable universe</li>
<li><strong>Data aggregation</strong> — consolidate disparate datasets from multiple sources</li>
<li><strong>Synthesis and analysis</strong> — derive insights from fundamental and quantitative data</li>
<li><strong>Opinion formation and recommendations</strong> — structure and document investment theses</li>
<li><strong>Communication</strong> — distribute research and recommendations to stakeholders</li>
<li><strong>Monitoring and measurement</strong> — track the efficacy of investment recommendations over time</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li>Evaluate and benchmark existing research workstation capabilities</li>
<li>Define requirements for a digitally-enabled research platform transformation</li>
<li>Support vendor selection and RFP development for research technology</li>
<li>Identify gaps in current tooling that hinder analyst productivity</li>
</ul>
<h3>Who It's For</h3>
<p>Heads of research (equity, fixed income, quantitative, fundamental, and technical), technology leaders responsible for research platforms, and business and enterprise architects designing research workstation solutions.</p>
<div style="background:#f8f8f6;border:1px solid #d4d4d0;border-radius:6px;padding:16px 20px;margin-top:20px;font-size:0.82rem;color:#666;">
<h4 style="font-size:0.72rem;text-transform:uppercase;letter-spacing:0.06em;margin-bottom:8px;">Terms</h4>
<ul>
<li>Digital product — sold as-is, no returns or refunds</li>
<li>Content may require customization to your specific context</li>
<li>Consultancy license required for multi-client use</li>
<li>No implementation support included (<a href="/contact">contact us</a> for advisory services)</li>
<li>Subject to standard <a href="/legal/terms-of-service">terms of service</a></li>
</ul>
</div>

Investment Research Workstation Features and Functions

A curated list of ~75 essential features for investment research workstations spanning the full analyst workflow, delivered as an editable spreadsheet.

<p>Portfolio accounting, performance reporting, and rebalancing used to be three separate purchases; the platforms competing for that budget today increasingly bundle all three, which makes an apples-to-apples RFP harder to run than it was five years ago.</p>
<p>The Portfolio Accounting Features and Functions turns that decision into a structured, vendor-neutral reference instead of a set of vendor demos — ready to drop straight into an RFP, a vendor scorecard, or a benchmark of what you already run.</p>
<p>Delivered as an editable spreadsheet.</p>
<h3>What's Inside</h3>
<ul>
<li>Spreadsheet with ~120 features and functions, logically and hierarchically grouped</li>
<li>Business context diagram of a conceptual portfolio accounting solution vision</li>
</ul>
<h3>Key Capability Areas</h3>
<ul>
<li><strong>Ledger entries for positions and holdings</strong> — accurate recordkeeping of all client financial assets</li>
<li><strong>Reconciliation</strong> — automated matching and exception handling across custodians and counterparties</li>
<li><strong>Pricing and NAV</strong> — real-time and end-of-day valuation services</li>
<li><strong>Tax lot accounting</strong> — cost basis tracking, gain/loss calculations, and tax optimization</li>
<li><strong>Corporate action processing</strong> — handle dividends, splits, mergers, and other events</li>
<li><strong>Reporting</strong> — regulatory, client-facing, and internal reporting capabilities</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li>Benchmark current portfolio accounting platforms against best-in-class standards</li>
<li>Build RFPs and vendor evaluation scorecards for system selection</li>
<li>Define the future-state vision during portfolio accounting transformation programs</li>
<li>Align operations, technology, and compliance teams on priority capabilities</li>
</ul>
<h3>Who It's For</h3>
<p>Heads of portfolio accounting, custodian executives offering recordkeeping services, technology leaders, business and enterprise architects, and software vendors benchmarking best-in-class capabilities.</p>
<div style="background:#f8f8f6;border:1px solid #d4d4d0;border-radius:6px;padding:16px 20px;margin-top:20px;font-size:0.82rem;color:#666;">
<h4 style="font-size:0.72rem;text-transform:uppercase;letter-spacing:0.06em;margin-bottom:8px;">Terms</h4>
<ul>
<li>Digital product — sold as-is, no returns or refunds</li>
<li>Content may require customization to your specific context</li>
<li>Consultancy license required for multi-client use</li>
<li>No implementation support included (<a href="/contact">contact us</a> for advisory services)</li>
<li>Subject to standard <a href="/legal/terms-of-service">terms of service</a></li>
</ul>
</div>

Portfolio Accounting Features and Functionality Excel

Portfolio Accounting Systems - Overview

Portfolio Accounting Features and Functions

A conceptual vision and ~120 essential features for portfolio accounting systems, delivered as an editable spreadsheet for evaluation and planning.

<p>Portfolio accounting, performance reporting, and rebalancing used to be three separate purchases; the platforms competing for that budget today increasingly bundle all three, which makes an apples-to-apples RFP harder to run than it was five years ago.</p>
<p>The Portfolio Performance Reporting Features and Functions turns that decision into a structured, vendor-neutral reference instead of a set of vendor demos — ready to drop straight into an RFP, a vendor scorecard, or a benchmark of what you already run.</p>
<p>Delivered as an editable spreadsheet.</p>
<h3>What's Inside</h3>
<ul>
<li>Spreadsheet with ~120 features and functions, logically and hierarchically grouped</li>
<li>Business context diagram of a conceptual portfolio analysis and performance reporting solution</li>
</ul>
<h3>Key Capability Areas</h3>
<ul>
<li><strong>Holdings and positions aggregation</strong> — consolidate data across accounts, custodians, and asset classes</li>
<li><strong>Pricing services</strong> — reliable, multi-source valuation for accurate performance calculation</li>
<li><strong>Portfolio decomposition</strong> — break down portfolios by asset class, sector, geography, and other dimensions</li>
<li><strong>Risk analytics</strong> — measure volatility, drawdown, and other risk factors at portfolio and position levels</li>
<li><strong>Performance measurement</strong> — time-weighted and money-weighted return calculations with attribution</li>
<li><strong>Reporting</strong> — customizable client-facing reports, dashboards, and regulatory submissions</li>
</ul>
<h3>How Teams Use It</h3>
<ul>
<li>Evaluate existing performance reporting tools against a comprehensive feature set</li>
<li>Build RFPs and vendor scorecards for performance reporting platform selection</li>
<li>Define future-state requirements for analytics-driven client reporting</li>
<li>Align portfolio management, operations, and technology teams on reporting priorities</li>
</ul>
<h3>Who It's For</h3>
<p>Heads of performance reporting, custodian platform executives, technology leaders, business and enterprise architects, and software vendors benchmarking best-in-class reporting capabilities.</p>
<div style="background:#f8f8f6;border:1px solid #d4d4d0;border-radius:6px;padding:16px 20px;margin-top:20px;font-size:0.82rem;color:#666;">
<h4 style="font-size:0.72rem;text-transform:uppercase;letter-spacing:0.06em;margin-bottom:8px;">Terms</h4>
<ul>
<li>Digital product — sold as-is, no returns or refunds</li>
<li>Content may require customization to your specific context</li>
<li>Consultancy license required for multi-client use</li>
<li>No implementation support included (<a href="/contact">contact us</a> for advisory services)</li>
<li>Subject to standard <a href="/legal/terms-of-service">terms of service</a></li>
</ul>
</div>

Portfolio Performance Reporting Features and Functions

A conceptual vision and ~120 essential features for portfolio performance reporting systems, delivered as an editable spreadsheet for benchmarking.