Powerful Portfolio Management Built for Advisors
Streamline your practice with comprehensive portfolio accounting, rebalancing, reporting, and client portals — all in one integrated platform.
Everything You Need to Run Your Practice
A complete portfolio management platform designed for RIAs, wealth managers, and financial advisors.
Portfolio Accounting
Multi-currency engine that calculates cost basis, performance metrics, and financial reporting with precision and speed.
Rebalancing
Sophisticated rebalancing with support for model-of-models, asset classifications, UMA and SMA strategies.
Reporting
Tell your client story with flexible, customizable reports branded with your logo and graphics.
Client Portal
Customizable client portal accessible via web, tablet, and mobile — keeping clients engaged and informed.
Billing & Payouts
Automate fee calculations and distribute billing across your network of stakeholders with ease.
Open API
Extend functionality and integrate with your existing tools through our comprehensive REST API.
Ready to Transform Your Practice?
See how VIRTLIO can streamline your portfolio management workflow. Request a personalized demo with our team.