PortfolioAnalyst is a comprehensive tool designed to give you a holistic view of your financial landscape.

‍It consolidates information from your investments, banking, checking, incentive plan, and credit card accounts, thereby providing a unified view.

‍With PortfolioAnalyst, you can track, analyze, and understand your portfolios with ease, enabling smarter financial decisions.

You can seamlessly track your trading activities using our Trade Reports.

These reports include detailed information about intraday trade confirmations, giving you real-time insights into your trading activity.

‍Additionally, you can create custom reporting templates, which allow you to monitor specific trade details in accordance with your requirements.

Flex Query is a powerful feature that lets you create deeply customized report templates for analyzing your account activity in detail.

It provides flexibility in reporting, enabling you to perform highly segmented analysis. What’s more, you can export the results in text or XML formats, making it convenient for you to use the data in other applications or analyses.

The Fee Cap report is an essential tool for financial advisors.

It helps advisors stay within MEXEM’s annual advisor fee limit by displaying the available fee cap for each client.

This tool aids in ensuring that the advisor’s charges do not exceed the prescribed limit, fostering a fair and transparent advisory relationship.

Our Tax Optimizer feature is designed to help you manage your gains and losses effectively for tax purposes. It enables you to change tax lot-matching methods on the fly.

This capability allows for strategic tax planning, giving you greater control over how your trades are matched for calculating taxable gains and losses.