Insight for Every Investment Professional

Whether you have a new practice or a large fund,
Portformer delivers faster, deeper investment analysis.

Starter

$ 0
00*
  • You'll Have Access To:
    Fund Scoring (20 Tickers)
    Top Alternative Funds
    Portfolio Analysis + Alerts
    20-Year Backtesting

Planning

$ 347
00
/ per month
  • Everything in Starter, Plus:
    Unlimited Fund Scoring
    50 Client / Model Portfolios
    Tax Optimization Tools
    Customer Support

Enterprise

Custom
  • Everything in Planning, Plus:
    Advanced Backtesting
    API Access
    Premium SLA
With Portformer I save 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

FAQ

What is Portformer?

Portformer is a financial discovery platform that helps RIAs, asset managers, and other professional investors find high-quality, low-cost ETFs and Mutual Funds through head-to-head comparisons. 

How does it work?

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

Is a credit card required for the trial?

No, no credit card is required until purchase. 

Do you have a mobile app?

Portformer is designed to run in your browser on all devices—mobile, tablet, desktop, and even large-format TV. 

How do you protect my data?

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

Do you offer a money-back guarantee?

Yes, we offer an unconditional 30-day money back guarantee. If you’re not satisfied within 30 days of purchase, simply email sales@portformer.com and ask to cancel your subscription. 

 

 

 

Portformer™

Astrocyte Research, Inc.

50 Milk St.

Floor 15

Boston, MA 02110

 

sales@portformer.com