Koyfin

Koyfin is a financial data and analytics platform for market research and portfolio analysis. It brings together real-time market data, charts, and fundamental metrics in one place.

Julia Mikolajczk shows how we use Koyfin to monitor portfolios, compare securities, and quickly surface trends that matter to our clients, helping advisors make faster, more informed investment decisions.

Video Tutorial

Tableau

Tableau is a data visualization tool for building interactive dashboards and financial reporting. It turns complex data into clear, visual stories.

Julia Mikolajczyk shows how we use Tableau to create intuitive dashboards that help advisors and firm leaders track performance, spot risks, and communicate results to clients in a way that’s easy to understand.

Zapier

Zapier is an automation tool for streamlining workflows by connecting apps and moving data between them automatically.

Jack Selway shows how we use Zapier to automate repetitive tasks like data syncing, notifications, and report delivery, freeing advisors to spend more time on strategy and client relationships.

Video Tutorial

Google AI Studio

Google AI Studio is an advanced AI platform that generates structured insights and analyzes complex data to support financial research, market analysis, and decision-making.

Drew Mirachi shows how we use Google AI Studio to quickly generate and analyze financial insights, summarize market trends, and support advisors in making more informed, data-driven decisions.