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. Net every household’s tax-aware rebalance into one trade blotter, price what moving a prospect onto your strategy costs them in tax, find the sleeves sitting in the wrong kind of account, measure the risk each client is actually carrying, harvest losses inside a capital-gains budget, 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

🔒 Your book only — computed in memory, never stored Checking access…

QL Advisory is portfolio analytics and practice tooling, not investment advice, tax advice, or a custodial/brokerage service. Rebalance previews, blotter tickets, transition costs, asset-location savings, risk statistics, harvest candidates, tracking-error figures, and capital-gains treatment are estimates computed from the prices, daily closes, and tax lots you supply; confirm trades, wash-sale status, and tax outcomes with your own systems before acting. Tax figures are federal-only at the rates you set — state tax, NIIT, AMT, carryforwards and the wash-sale interaction are not modelled. Asset-location suggestions describe a target placement to reach through contributions and sheltered-account rebalancing, not a transfer you can make between account types. Risk statistics are measured on trailing daily closes and are not a forecast. No order is routed anywhere: the blotter is a file for your own OMS or custodian. 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. There is no sample book — every number on this page comes from holdings you supplied.

QL Advisory

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

Start with your own book three ways in — nothing is stored either way

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

Next best actions the practice to-do list, ranked by the dollars behind it

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 assumptions your client's brackets drive every tax number on this page

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

Asset location the sleeves that are in the wrong kind of account — and what that costs a year

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

Trade Blotter every household's tax-aware plan, netted into one order pad

By household who trades, how much, and what it realizes

Transition analysis the question every prospect asks: what does moving cost me?

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

Start with your own book three ways in — nothing is stored either way

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

Next best actions the practice to-do list, ranked by the dollars behind it

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 assumptions your client's brackets drive every tax number on this page

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

Asset location the sleeves that are in the wrong kind of account — and what that costs a year

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

Trade Blotter every household's tax-aware plan, netted into one order pad

By household who trades, how much, and what it realizes

Transition analysis the question every prospect asks: what does moving cost me?

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