Practice Platform · Pro

QL Advisory

For the advisors who want to bring more strategies to more clients. Run model portfolios across every household, personalize each portfolio with values screens — and see tracking error, active share, and sector shifts before you assign. Harvest losses and budget capital gains across taxable accounts, bill tiered AUM fees through your own Stripe, and hand every client a performance portrait that’s ready to view and ready to share.

Advisor Console CRM QL Collab QL Agents

🔒 Stateless — your book is computed in memory and never stored Checking access…

QL Advisory is portfolio analytics and practice tooling, not investment advice, tax advice, or a custodial/brokerage service. Rebalance previews, harvest candidates, tracking-error figures, and capital-gains treatment are estimates computed from the prices and tax lots you supply; confirm trades, wash-sale status, and tax outcomes with your own systems before acting. Values screens are curated starter lists you should review and extend per client mandate — they are not a compliance guarantee. Fee billing creates draft invoices in your own Stripe account for your review; QuantLogix never touches client funds. Nothing you import is stored: books are computed in memory and the workspace is returned.

QL Advisory

QL Advisory is a Pro feature available on Pro, Advisor, Institutional & Enterprise plans

Import your book JSON — models, fee schedules, households with accounts & tax lots

Strategy adoption every model, every household it runs in

Oversight feed drift, concentration, cash drag, values conflicts, harvest windows

Households click a row for accounts, drift & a tax-aware rebalance preview

Models the strategies your practice runs

See the impact before you assign values screens → active share, tracking error, sector shifts

Tax-loss harvesting loss lots across taxable accounts — wash-sale risk flagged

Capital-gains budgets the rebalancer defers gain sells that would blow a budget

Fee billing tiered AUM schedules → per-household invoices

Bill through your own Stripe draft invoices, created in YOUR Stripe account

Client portraits thorough, digestible — ready to view, ready to share

Book Builder enter your practice by hand — models, fee schedules, households, accounts & tax lots

Models the strategies you run

Fee schedules tiered, marginal, in bps

Households & accounts one card per client household

CRM your households as contacts, your alerts as follow-up tasks

QL Collab share the practice with your team & clients

Import & export your book is yours — move it freely

QL Advisory

QL Advisory is a Pro feature available on Pro, Advisor, Institutional & Enterprise plans

Import your book JSON — models, fee schedules, households with accounts & tax lots

Strategy adoption every model, every household it runs in

Oversight feed drift, concentration, cash drag, values conflicts, harvest windows

Households click a row for accounts, drift & a tax-aware rebalance preview

Models the strategies your practice runs

See the impact before you assign values screens → active share, tracking error, sector shifts

Tax-loss harvesting loss lots across taxable accounts — wash-sale risk flagged

Capital-gains budgets the rebalancer defers gain sells that would blow a budget

Fee billing tiered AUM schedules → per-household invoices

Bill through your own Stripe draft invoices, created in YOUR Stripe account

Client portraits thorough, digestible — ready to view, ready to share

Book Builder enter your practice by hand — models, fee schedules, households, accounts & tax lots

Models the strategies you run+ Add model

Fee schedules tiered, marginal, in bps+ Add schedule

Households & accounts one card per client household+ Add household

CRM your households as contacts, your alerts as follow-up tasks

QL Collab share the practice with your team & clients

Import & export your book is yours — move it freely

Models the strategies you run

Fee schedules tiered, marginal, in bps

Households & accounts one card per client household