A private workspace for every client, AI-driven portfolio optimization, a verified signal engine, and branded findings you can share — the advisor's command center, in one place.
Each client gets their own private workspace. One client can never see another's data — isolation is enforced at the platform level, not by convention.
Every client is a separate, access-controlled workspace. Invite the client by email; they see only their own portfolio, chats, and reports.
Run the 10-agent portfolio panel on a client's holdings — allocation, concentration, diversification, tax efficiency, and risk — with specific, priced rebalancing trades.
The same 5-factor engine, pattern intelligence, and verified track record powering the platform — applied to every position in a client's book.
QL Collab video rooms, chat, notes, and shared docs inside each client workspace — review the plan together, live, with transcripts and summaries.
Turn an analysis into a clean, shareable report for the client — your read, the platform's data, delivered into their workspace.
Your console lists every client at a glance. Switch into any client's workspace in a click; everything stays scoped to that relationship.
The same console runs your investor book — a private workspace per LP for fund updates, reporting, and branded communications. Flip the Clients / Investors toggle in your console.
Sign in and create your advisory practice. Your console is the home base for every client relationship.
Create a private workspace for each client and invite them by email. They join their own isolated space — nothing shared with your other clients.
Import or link the client's holdings, then run the multi-agent optimizer for allocation, tax, risk, and concrete rebalancing trades.
Review the plan together in a QL Collab room, then publish a branded findings report into the client's workspace.
Manage, optimize, and communicate — every client, every portfolio, one place.
QuantLogix provides software tools for investment advisors. QuantLogix is not a registered investment advisor, broker-dealer, or fiduciary, does not provide investment advice, and does not manage client assets. Advisors are solely responsible for their own advice, recommendations, suitability determinations, regulatory compliance, and client relationships. All analytics are informational. Past performance does not guarantee future results.