Portfolio-Level Clarity for Advisors and Active Traders
Advize Portfolio Manager converts multi-period forecasts and Fibonacci-calibrated price targets into a consolidated view of positions and exposure, carrying forward the institutional VPM Partners heritage behind the Advize.io analytics engine.
What Advize Portfolio Manager Does
Advize Portfolio Manager applies the WaveTech Analytics methodology at the portfolio level. Rather than evaluating a single instrument in isolation, it aggregates multi-period forecasting models and Fibonacci-calibrated price targets across positions, giving advisors and active traders a quantified view of where a portfolio stands relative to near- and long-term probability.
Multi-Period Forecasting
Forecasting models evaluate positioning across near- and long-term horizons, built on the same quantitative methodology refined on the trading floor since 1979.
Fibonacci-Calibrated Targets
Price targets are calibrated against Fibonacci levels, translating raw price action into defined, quantified reference points for portfolio decisions.
Consolidated Positioning
Multi-asset oversight functions, carried forward from the institutional VPM Partners heritage, give advisors a single consolidated view of positions and exposure across accounts.
Research vs. Individual Investors vs. Advisors
Advize Portfolio Manager scales from research-only access to a single self-directed account to a full book of advisory clients. Here is how the tiers differ.
| Feature | Research | Individual Investors | Advisors |
|---|---|---|---|
| Advize Portfolio Manager access | Not included | Not included | Included |
| Portfolio management | Not included | Up to 10 portfolios, run every market day | Unlimited portfolios, run every market day across every client |
| Historical back-testing | Not included | Five-year back-test on anything you build | Five-year back-test across every client portfolio |
| Research coverage | Research on 14,000 symbols, watch lists, the Premier model portfolios | Research on 14,000 symbols, watch lists, the Premier model portfolios | Research on 14,000 symbols, watch lists, the Premier model portfolios, shared across client accounts |
| The Kendall Report | Not included | The Kendall Report inside the platform | The Kendall Report inside the platform for every seat |
| Multi-period forecasting models | Not included | Single account | Across all client accounts |
| Fibonacci-calibrated price targets | Not included | Included | Included |
| Consolidated multi-account positioning view | Not included | Not included | Included |
| Login seats | 1 seat | 1 seat | Up to 5 seats (unlimited on Institutional) |
| Support response | Standard email support | Standard email support | Priority support response |
| Dedicated account manager | Not included | Not included | Institutional tier only |
Research is $47/month and includes research only, watch lists, and the Premier model portfolios — Advize Portfolio Manager itself is included with the Advisor and Institutional plans, billed and processed by Stripe.
Who Relies on Advize Portfolio Manager
A consolidated portfolio view for every account size — from a single self-directed trader to an institutional desk.
Registered Investment Advisors
RIAs managing multiple client accounts use the consolidated view to assess exposure and positioning across an entire book of business, not just one account at a time.
Active Traders
Self-directed traders running several open positions rely on multi-period forecasts and Fibonacci targets to quantify portfolio-level risk rather than evaluating each trade in isolation.
Proprietary Trading Desks
Institutional desks apply the same WaveTech Analytics engine that has influenced more than $275 billion in assets across 36 global bank proprietary trading desks.
Bring Your Portfolio Under One Quantitative View
Advize Portfolio Manager is included with the Advisor and Institutional plans, unified under a single Advize.io login alongside TradeIQ and PRISM.