Portfolio visibility
Multiple client portfolios should not require scattered spreadsheets and separate calculations.
Advisory workflow · 01
Less time assembling the picture. More time understanding it.
Portfolio work should move from scattered inputs to a clear client conversation without rebuilding the analysis each time.
Performance explanation
Move beyond showing a return to understanding which positions, sectors, and decisions drove it.
Client preparation
Bring holdings, transactions, research, and performance context together before a review.
Research workflow
Ask questions against the portfolio itself instead of starting every analysis from zero.
Built on Fibrant · 02
A portfolio engine that's already running.
The professional workspace extends working portfolio analytics rather than starting from a blank product concept.
Advisor workspace · 03
One workspace. Every client portfolio.
The direction is a professional layer around Fibrant's existing portfolio engine: select a client, enter the portfolio context, and carry that context through analysis, AI, and reporting.
Concept preview · advisor-specific workspace is in development
Advisor use cases · 04
From portfolio data to advisor workflow.
Prepare for a client meeting
Summarize performance since the last review, identify contributors and detractors, and surface allocation changes worth discussing.
Investigate a portfolio
Ask why performance diverged from the benchmark or where concentration has increased.
Review a position
Combine cost basis, current performance, portfolio weight, and external research in one context.
Build client reports
Turn portfolio analytics into structured explanations and client-ready reporting workflows.
Early Partner Program · 05
Help shape the professional workflow around the way your firm actually works.
This is a focused working relationship, not a generic beta list.
I.
Understand your workflow
Review current tools, client portfolios, reporting, and recurring bottlenecks.
II.
Configure the pilot
Define the portfolios, users, and workflows worth testing first.
III.
Use real workflows
Run portfolio reviews and analysis through Fibrant with appropriate data.
IV.
Build from feedback
Practical feedback directly informs which professional capabilities are developed next.
Product status · 06
Available today. Built further with early partners.
A clear line between the working Fibrant platform and the advisor-specific layer under development.
Fibrant platform
Available- φPortfolio tracking
- φTWR, XIRR, allocation, and performance analytics
- φNYSE, NASDAQ, and BMV
- φUSD and MXN support
- φManual, CSV, and AI-assisted transaction entry
- φAI Analyst and research files
- φPortfolio collaboration on paid plans
Advisor workspace
In development- φCentral client directory
- φMulti-client dashboard
- φAdvisor and team permissions
- φAdvisor-specific AI workflows
- φClient-ready reporting
- φFirm-level analytics
- φBroker and custodian integrations
Security and control · 07
Your clients' portfolios remain under your control.
Fibrant is an analytics platform, not a broker or custodian. It does not place trades or require broker credentials; transactions are entered manually, imported by CSV, or extracted by the AI Analyst from a document you upload and confirm before it is saved.
Advisor FAQ · 08
Practical questions, answered.
The underlying Fibrant platform is live. The multi-client advisor workspace is being developed with early partners through scoped pilots.
Request an Advisor Pilot
Start with the workflow your firm needs to understand better.
Tell us how you manage portfolios today and what would make client analysis clearer, faster, or more useful.
Request a meeting →Or email us directly at contact@fibrant.app