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Internal tools — enter the team password.
That’s not it.
Enter a client’s equity/debt mix, generate candidate portfolios from live inventory, edit or build your own, compare them side by side, and export to Excel or a client proposal PDF.
Auto-generation draws only on the checked statuses above; anything not fully Available (Limited, Under Review, Update Needed) is flagged for confirmation when picked. The Add offering picker inside a portfolio can still pull from every status, including Closed.
Enter the exchange details on the left and press Build Portfolios — or start a blank portfolio and add offerings by hand.
Generates a unique link that signs a client straight into the investor portal — no Kinde login, no code. Links are client-specific, multi-use until they expire, and every generation and use is logged. Special situations only; normal clients go through the standard portal login.
Internal planning tool only — illustrations are hypothetical allocations built from current inventory data and are not investment advice or a recommendation. Yields are sponsor projections; availability changes daily. Verify minimums, availability, and suitability before presenting to a client.