Explain the investment journey
Bring holdings, contributions, withdrawals and performance into one readable account of the client's portfolio, with reporting dates and coverage clearly stated.
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EnableFolio
Turn portfolio reviews into stronger client relationships.
EnableFolio turns mutual fund statements and portfolio data into client-friendly health reports. Give performance, allocation and risk a clear story, so advisers can lead more useful conversations and support AUM acquisition and growth.
EnableWealth productPortfolio intelligence for wealth and advisory teams
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Anonymised, scaled report sample. Portfolio information for adviser review; not investment advice, a suitability assessment or EnableWealth investment performance.
Why it matters.
Clients need more than a list of holdings and a return figure. They want to understand what drove the result, where their money is concentrated and how the portfolio has behaved through changing markets. When every review needs hours of spreadsheet work, teams have less time for those conversations.
What the product brings together.
EnableFolio brings holdings, transaction history and market context together in a structured portfolio review. Consistent calculations underpin the report; clear comparisons and visual summaries help advisers explain the findings. Data checks and visible limitations give the team a firmer basis for discussion, with client-facing reports and supporting spreadsheets for deeper review.
Built around the work your team does.
Put performance in context
Use relevant market and peer comparisons to make returns easier to interpret. Keep the comparison aligned with the investments being assessed.
Make risk understandable
Show allocation, concentration and behaviour during market declines, so clients can discuss the shape of their portfolio alongside its returns.
Look across the relationship
Bring multiple statements into a consolidated review, including family-level reporting where relevant, for a more complete client conversation.
Give advisers a useful review pack
Pair a client-friendly PDF with supporting spreadsheets. Spend more of the review explaining the findings and exploring the client's priorities.
Keep the evidence honest
Check the underlying data and flag gaps that affect interpretation. The report supports adviser judgment and keeps the limits of the analysis visible.
The business value.
Make portfolio reviews a repeatable part of your service. Help existing clients see the value of an ongoing relationship, and give prospective clients a clearer starting point for discussing assets held elsewhere. EnableFolio supports the conversations that build trust, retain relationships and create opportunities to grow AUM.
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