Robust investment analysis for every client portfolio

Save time and earn more for your clients. Our fund intelligence platform uses machine learning to find best-in-class investments. 

  • Compare funds head-to-head. Just data, no spin.
  • Win business with clear, fee-slashing proposals.
  • Spend less time on research. And more with your clients.

Designed for RIAs and other investment professionals by a portfolio manager and MIT grad.  

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One-Screen Simplicity

Explore a whole universe of funds without juggling tabs. Enjoy full functionality on all your devices.

Opinionated & Actionable

Just type in a ticker and see our Top 10 alternative funds in seconds. Select and compare based on returns, risk, and fees.

Unbiased Analysis

Cut through industry biases. Portformer compares investments based on efficiency, not reputation.

Serious Fee Savings

Grow your AUM the easy way—with investments that earn their fees. Portformer saves 30bps on average.

Portformer saves me time in investment review. It's like having a full-time Ph.D. researcher on our team.
Mary Thompson
ReFrame Financial Planning
It would take an eternity to do this level of research without tools like Portformer.
Carlos Sava
Clarendon Capital Management

Outperformed Market during COVID Correction

Our ETF alternatives increased returns by 2.9% and reduced drawdowns by 2.7% through the COVID market correction across 546 funds analyzed in our clients’ portfolios.

Learn More.

Portformer Union Leader Article

2019 Wealth/Stack Showcase

Portformer at WealthStack Showcase

The Portformer team was invited to present at the Wealth/Stack Advisor-Only Showcase.

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Frequently asked questions

Portformer is a fund intelligence platform that helps RIAs, asset managers, and other professional investors find high-quality, low-cost ETFs and Mutual Funds through head-to-head comparisons. Powered by machine learning. 

Portformer is based on four years of research applying Bayesian statistics and machine learning to financial analysis. For more info, see our case studies.

Portformer is designed to run in your browser on all devices—mobile, tablet, desktop, and even large-format TV. If you have an account, simply log in here. Or sign up for a free trial. 

Portformer starts at $347 a month. Visit our pricing page for more info.

We partner with Envestnet Yodlee to securely and confidentially link client accounts. All your interactions are protected by enterprise-level encryption, and we never sell your data. See our privacy policy here. 

Portformer

Astrocyte Research, Inc.

117 Kendrick St, Suite 300

Needham, MA 02494

sales@portformer.com