Investment analysis

Investment analysis

Investment analysis

Upload financial documents. Extract key data instantly. Understand a household in seconds

Upload financial documents. Extract key data instantly. Understand a household in seconds

80%

80%

reduction in portfolio analysis time

30s

30s

to extract holdings data

Book a demo

client report
client report
client report
client report
client report
client report

Multi-account portfolio analysis

Understand a client’s total portfolio across all accounts

Understand a client’s total portfolio across all accounts

Upload or link client investment accounts, and Sherpas AI will instantly break down asset allocation, risk exposure, and diversification, giving advisors a clear view of portfolio strengths and weaknesses

Use your custom model portfolios

Compare portfolios to your benchmarks and models

Compare portfolios to your benchmarks and models

Sherpas AI automatically benchmarks a portfolio against your own models, making it easy to suggest allocation shifts that increase the likelihood of achieving financial goals

Breakdown by account type

Account level insights
and portfolio alignment

Account level insights
and portfolio alignment

Sherpas not only analyzes the overall portfolio but also breaks down individual accounts, with tailored insights based on each account’s unique role in a client’s financial plan

Start automating Investment Analysis today

Turn complex portfolio data into clear, actionable insights with AI

Save 80% of time analyzing portfolios

Identify hidden risk and diversification gaps

Instantly uncover optimization opportunities

Book a demo

Start automating Investment Analysis today

Turn complex portfolio data into clear, actionable insights with AI

Save 80% of time analyzing portfolios

Identify hidden risk and diversification gaps

Instantly uncover optimization opportunities

Book a demo

Start automating Investment Analysis today

Turn complex portfolio data into clear, actionable insights with AI

Save 80% of time analyzing portfolios

Identify hidden risk and diversification gaps

Instantly uncover optimization opportunities

Book a demo

Start automating Investment Analysis today

Turn complex portfolio data into clear, actionable insights with AI

Save 80% of time analyzing portfolios

Identify hidden risk and diversification gaps

Instantly uncover optimization opportunities

Book a demo

Start automating Investment Analysis today

Turn complex portfolio data into clear, actionable insights with AI

Save 80% of time analyzing portfolios

Identify hidden risk and diversification gaps

Instantly uncover optimization opportunities

Book a demo