More useful reviews
Turn a collection of statements and return figures into a coherent account of the portfolio.
EnableWealth product / Portfolio intelligence
Make every portfolio review a better conversation.
EnableFolio turns mutual fund statements and portfolio data into clear, client-friendly health reports. Advisers can explain performance, allocation and risk in context, then spend the review discussing what matters to the client.
For wealth managers, advisory teams and institutions serving investment clients.
A look at EnableFolio
From information to a better decision.
What changes
Clients need a story they can understand, not another spreadsheet.
A portfolio review should connect money invested, withdrawals, current holdings, returns and risk. When these sit in different files, teams spend the meeting reconstructing the facts instead of discussing the client's goals and decisions.
More time with clients
Give advisers a repeatable review pack so their time goes into interpretation and conversation.
A clearer growth conversation
Help clients and prospects see what is working, what deserves attention and where an adviser can add value.
How it works
A path from data to action.
Bring the picture together
Work from the available statements and portfolio records to assemble a consistent view across holdings and transactions.
Put results in context
Show performance, allocation and risk with comparisons that fit the investment being reviewed, while making data gaps visible.
Lead the conversation
Give advisers a client-friendly report and supporting detail they can review before sharing and discussing findings.
The product
What EnableFolio brings into focus.
A portfolio-wide view
See the investment journey across holdings, contributions and withdrawals, including consolidated relationships where appropriate.
Meaningful performance context
Explain returns with relevant comparison scope and clearly stated reporting dates.
Risk made discussable
Bring allocation, concentration and behaviour through difficult periods into the review.
Reports with supporting evidence
Pair a readable client report with detailed schedules for the adviser or operations team.
Business value
A service experience that can scale with the relationship.
EnableFolio helps firms make thoughtful portfolio reviews a consistent part of client service. It gives advisers a stronger basis for retention conversations and for discussing assets a prospective client may hold elsewhere, without treating a report as a recommendation or a promise of growth.
- Better informed client conversations
- A more consistent review process
- A useful starting point for AUM discussions
Working together
Designed around your review process.
We agree the source data, reporting scope, review steps and presentation with your team. The report format and operating arrangements can be shaped around the service you want to offer, from a focused use case to a broader programme.
- Data and calculation checks
- Adviser review before client use
- Agreed hosting, security and licensing arrangements
Portfolio information for adviser review. EnableFolio is not investment advice or a suitability assessment. Coverage and comparisons depend on the quality and completeness of the underlying records.
Common questions
What to know before we begin.
Can it work with our current portfolio records?
We begin by reviewing your available statements, data sources and reporting needs. Coverage and any integration work are agreed from that assessment rather than assumed in advance.
Can our team review reports before clients see them?
Yes. Adviser or operations review is part of the intended workflow. The report is designed to support professional judgment, with limitations visible where the data does not support a conclusion.
Is the report shown here client data?
The public preview is anonymised and scaled for illustration. It should not be read as investment advice, a client track record or a guaranteed product output for every dataset.
Explore EnableFolio
See what this could make possible for your team.
We will start with your business objective, the data available and the people who need to use the result.