Koyfin unveiled a new feature for its Client Portfolios solution called Daily Sync, which lets financial advisors keep track of the most recent portfolio data through connected client accounts that update automatically. The portfolio management system and custodian are linked to the app which will, in return, import new client accounts and refresh portfolio balances and holdings daily. Advisors can also manually sync individual accounts whenever needed. At launch, Daily Sync supports eight custodian and portfolio management system integrations.
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The feature enhances Koyfin’s all-in-one investment research and portfolio analytics platform by keeping client data current for portfolio analysis, risk assessment, allocation reviews, model comparisons, and client reporting. By combining up-to-date portfolio information with market data, investment research, and presentation tools, advisors can deliver more accurate insights and personalized recommendations without relying on manual updates. “We want advisors to be confident they’re working with the latest portfolio information,” said Rob Koyfman, Chief Executive Officer of Koyfin. “Daily Sync makes sure connected portfolios stay up to date automatically.” The launch further strengthens Koyfin’s platform by streamlining portfolio management workflows and helping advisors create timely, client-ready reports using refreshed investment data.
