MarketMentor combines advanced AI analysis with real-time market data to help financial advisors and individual investors make informed decisions.
A complete platform for portfolio management, AI-powered analysis, and client communication.
Real-time portfolio monitoring with cost-basis tracking, performance metrics, and multi-account aggregation.
Advanced ticker analysis powered by AI, delivering actionable trade suggestions with confidence scores.
Configurable alerts for price movements, portfolio thresholds, and market events via email, SMS, or push.
Bank-grade encryption with Azure Always Encrypted, two-factor authentication, and role-based access control.
Built-in scheduling, email tracking, and client relationship management with calendar sync.
Generate PDF/CSV/Excel reports on demand or on a schedule, with customizable templates and distribution.