Your book — each relationship in a private, isolated workspace. About the platform →
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🧭 Command Center
Sweeping your book…
🎨 Practice branding white-label your client reports + emails
Your firm name, logo, and accent color appear on the branded client report pages and the email your client receives. Leave blank to use the QuantLogix default brand.
➕ Add a client
Creates a private workspace and emails the client an invite. They join their own isolated space — never visible to your other clients.
Your clients
Open a workspace to manage that client's portfolio, meet in a QL Collab room, and share findings — all scoped to them.
No clients yet.
📄 Share branded findings
Publishes into the client's private workspace (they'll see it in QL Collab). Markdown supported; signed with your name.
Also publish this note to other workspaces — one letter, every recipient gets their own private copy:
No-login client link (anyone with the link can view; branded with your name):
Rename the workspace and restyle THIS client's portal. Blank fields keep your firm-wide branding; overrides apply only to this client.
It only appears in their portal once this client's transaction ledger reconciles against the holdings on file — until then they see nothing, never a partial return.
📊 Manage portfolio —
Advisor-entered, on the client's behalf. Run the 10-agent optimizer on this book, then publish the verdict into their private workspace. QuantLogix provides the analytics; you are the fiduciary and own all advice.
Client risk profile
Shapes the optimizer's target allocation, tax strategy, and risk envelope.
Holdings
Ticker · shares · average cost. Up to 200 positions.
Optimization complete. Publish the verdict into 's private workspace?
📇 Import clients from CRM
Pick contacts from your QL CRM — each becomes a private workspace (with an invite when an email is on file). Already-imported contacts are skipped. Open CRM →
📇 CRM —
Live from your QL CRM, matched by email (then name). Open CRM →
✨ QL Intelligence —
Grounded in this workspace's portfolio, live QL signals, and the matched CRM timeline. Decision support for you — you are the fiduciary and own all advice.
🎯 Strategy proposals —
Draft a target allocation, send it for review, and your client approves it in their portal — view-only, or adjusting weights first when you allow it. You're notified by email and push the moment their review completes. You are the fiduciary and own all advice.
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📋 Investment Policy Statement
The policy the rest of this platform already routes on, as a document your client can sign. Nothing new to fill in — it reads back their objective, the allocation they approved, the drift band you trade on, and their registrations.
New proposal
Target allocation
Ticker (or CASH) · target weight %. Weights must total 100%.