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Cutting-Edge Performance Reporting

Use our Beautiful Reports to Deliver and Demonstrate your Value.

We have taken Performance Reporting for your Clients to the Next Level so that they’re intuitive, simple to run, easy to edit, and enable you to effortlessly deliver a Compelling Review while further demonstrating your Significant Value.

Customize any Report, at the Click of a Button

Reports from Our Portfolio Reporting Software can be customized anyway you like by selecting report types from a wide range of display options.  There are preconfigured templates for returns, index comparisons, asset classes, top holdings, and many more.  Every data type has numerous display components such as pie charts, bar charts, as well as line and area charts.

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Proactive and Comparative Analysis of Portfolio Returns

Never be stumped or surprised by a client again. Show detailed analysis for each calculation right on the report. Justify every number and further demonstrate your value, using comparative rates of return or complex tax calculations.  Compare performance to blended indexes in tables and charts while showing return vs. risk graphically so your clients understand all the value you provide, not just the return.

Flexible Delivery For Every Type of Client

 Your Clients' Performance Reports can be printed to PDFs with beautiful themes, they can be uploaded automatically to your client portal, sent securely to clients via email, or physically printed and mailed.

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Dynamic Householding for Complicated Clients

Our Portfolio Reporting Software even households across selected investment strategies in addition to just accounts or clients so you can arrange your client households into something matching specific investment strategies without having to set up unnecessary accounts for your clients.

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What we do

Optimize Wealth Management (Optimize Inc.) is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning.

Who we are

We provide our clients with an entirely holistic approach and advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focussed advice and personalized service, coupled with our financial strength and attractive returns. The values we stand by are honesty; persistence, teamwork, and excellence.
 

How we help Financial Professionals

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing clients with expert financial advice.

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