4 The best programs for portfolio management and client reports
Koyfin: Tools for portfolio management, client reports, and suggestions for financial advisors
Best for: Small and medium sized RIAs that need a single platform for research, portfolio management, client reports and proposals.
Why it stands out: Koyfin combines advanced analytics, household-level portfolio organization, trustee/PMS integrations, PDF statement import, client reporting, and proposal tools into one system. This allows advisors to review existing portfolios, make recommendations, and clearly show allocation variances, risks, and fees — all without switching platforms, saving time and lowering costs compared to Morningstar, FactSet, or YCharts.
Main Features:
- Manual or CSV-based rebalancing
- General and custom indicators
- Custom standards
- Family → Portfolio → Account structure
- Portfolio and portfolio management systems (PMS) integration.
- Import PDF statement
- Default performance analysis
- Allocation details by asset class, sector, region and credit quality
- View X-rays of the underlying holdings of ETFs and mutual funds
- Risk metrics: Sharpe, Sortino, Beta, Volatility, Drawdown
- Wallet alerts
- Branded reports and proposals with comparison layouts, graphic details and custom pages
- Client portfolios and sharing report templates
Limitations: There is no support for corporate or municipal bonds; Options data is not yet available.
Pricing: Starts at $2,508 per year (Basic Advisor Plan)
Overview of Koyfin Client Wallet Functions:
1. Organization at the family level
Koyfin client wallets use a three-tier structure: accounts are grouped into wallets, and portfolios are grouped into families. Advisors can move accounts or portfolios between levels as client structures change. Reports can be generated at any level: account, portfolio or household.
2. Powerful analytics
Client portfolios provide detailed data on holdings, including equity amounts, cost basis and profit/loss. Exposure, performance and risk metrics are aggregated at the account, portfolio and household level.
3. Hypothetical returns
Koyfin models portfolio performance against benchmarks over time, showing how different strategies can impact long-term returns.
4. Holdings matrix
The holding matrix shows the positions overlapping the fund’s x-rays, including the percentage of each security held by the funds.
5. Integration between the trustee and the performance management system
Advisors can connect to Schwab, Altruist, TradePMR, Black Diamond, Orion, and other platforms to import client account data without manual entry.
6. Download the mediation statement in PDF
Client portfolios can be created from brokerage data uploaded in PDF format, with positions and values automatically extracted for quick account setup.
Koyfin Customer Reports and Proposals: Key Features
1. Portfolio comparison
Side-by-side comparison of current and proposed portfolios, with clear graphs showing allocation and performance against benchmarks.
2. Adjustable outputs
Portfolio values, expected returns, advisor fees, and sensitivity settings can be adjusted to tailor comparisons to each potential client.
3. Fee details
Compare fees between a client’s current and proposed portfolios, detailing percentage and dollar value to show cost differences and potential savings.
4. Custom pages
Ability to add text and images, introduce the team, include infographics with comments, and highlight the company’s values and services.
Why Koyfin is the best platform for portfolio management, client reports and proposals in 2025
Koyfin combines advanced features with an advisor-friendly design and is already trusted by thousands. Over 1,000 financial advisors currently use Koyfin’s client portfolios, reports and suggestions to:
- Identify underperformance in the prospect’s portfolio, compare it to the proposed portfolio, and clearly demonstrate allocation, risk and fee spreads
- Answer customer questions directly in meetings with fast, intuitive analytics that are easy to navigate and explain
- Bring portfolios into the system through custodian/PMS communications or PDF uploads, ensuring accurate and complete account data
“I’ve tried many different options for portfolio review, creation, and proposals and Koyfin was the best solution. It is easy to create individual portfolios and family groups and compare existing portfolios with suggested portfolios.
— Dice D., Supervision Consultant
(As posted on G2)
“The program is intuitive and powerful. The portfolio and household reporting functionality is very straightforward and allows for very valuable discussions with clients. “I really like the look.”
— Gautam C, Wealth Manager
(As posted on G2)
Why more advisors are turning to Koyfin
Koyfin provides a faster, more efficient way to manage client portfolios and prepare meeting-ready reports and proposals, without the operational complexity or high cost of legacy platforms.
Main reasons to switch advisors:
- Import client data from trustee and PMS integrations or PDF uploads
- Exposure and risk analyzes across accounts, portfolios and households
- Side-by-side comparison of current and proposed portfolios
- Professional reports in a format customers understand and trust
- Fast-loading analyzes and charts for client meetings
- Complete workflow from investment research to proposal generation in one system
- Model portfolios used as benchmarks for performance and allocation
- The interface is consistently described by advisors as easier to navigate than FactSet, Morningstar, or YCharts
Industry recognition
Koyfin has been independently recognized for its research and analytical capabilities.
Koyfin ranked first in the Financial Analytics and Portfolio Management categories on G2 in the Winter 2026 report. The platform received a rating of 4.8 out of 5, based on strong satisfaction scores from verified users.
In the 2025 Kitces AdvisorTech study, financial advisors rated Koyfin 9/10 for satisfaction and value, ranking it as the highest-rated platform in the investment research and analysis category ahead of YCharts, Kwanti, FactSet, Morningstar, and Bloomberg Terminal.
