Wealth managers

Give every portfolio review a documented evidence trail.

Research holdings and investment questions with a clear record of the work Itoflow performed and the gaps it found.

Client questions become evidence

Set the portfolio, the horizon and any restrictions in Research. The answer arrives with data, methods and calculations for you to weigh against the client’s circumstances.

Reviews arrive prepared

Monitors run your client book on your review cycle: holdings, themes and recurring client questions, reported before you sit down.

A record you can show

Assumptions, evidence and flagged gaps are saved with each result, and an independent review agent checks important work before it reaches you.

Itoflow confirming a scheduled research routine is set up and running, with live symbol data for the covered names — A recurring review set up in one conversation: scheduled, sourced and reported with live market data. You review the result. The record of how it got there is there when you need to check it.

Put a research question through it first.

Try Research Book a demo