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Swiftlook
For financial advisors and planners

Your client won't install anything to look at their own money.

Portfolio reviews are visual. Performance against benchmark, allocation drift, a Monte Carlo band — none of it survives being described out loud. And your average client is not going to download a meeting app to see it.

From $24.99/mo · see all plans

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swiftlook.co/v/8t2k
Household · Q3 review
YTD return
+8.4%
Benchmark
+7.1%
US equity
62%
Intl equity
18%
Fixed income
20%
Live · Portfolio review
What you're dealing with

The quarterly review nobody attends.

  • Clients skew older and skew away from installing software
  • Performance conversations go badly without a chart and well with one
  • Statements get mailed, unopened, and questioned six months later
  • A scheduled review that no-shows becomes a worried phone call in a down quarter
With Swiftlook

Show the chart while you’re on the phone.

  • Client taps a link — no app, no account, no password reset
  • Walk through allocation, performance, and projections while they follow along
  • Handle the anxious call in the moment, with the actual numbers on screen
  • Share a single window so the rest of your book stays private
In practice

How advisors run quarterly reviews without a Zoom link

Financial advisors have a technology adoption problem that isn’t really about technology. The average client is over 55, holds their wealth at your firm because they trust you personally, and will not install a meeting app to see their own portfolio. The quarterly review either doesn’t happen or happens on the phone with the client staring at a paper statement mailed three weeks earlier. Both outcomes are how retention conversations start.

The typical Swiftlook advisor runs reviews from Orion, Tamarac, Black Diamond, Advyzon, or their portfolio-accounting system of choice. They pull up the household view, share a single browser tab, and walk the client through year-to-date return, allocation vs target, and drift since the last rebalance. When the client asks why performance is behind the S&P — which they always ask — you show them the benchmark comparison and the fact that a 60/40 portfolio isn’t supposed to track the S&P. That’s a conversation that goes badly in words and well with a chart.

Planning software matters even more. MoneyGuidePro, eMoney, RightCapital — the whole point of these tools is watching a Monte Carlo band shift when you change an assumption. “What if I retire at 64 instead of 67” is best answered by moving the slider while the client watches. On the phone with no visual, it’s just a number. On screen, it’s the moment the client decides to keep their plan (or take Social Security a year later).

Fee breakdowns get shown proactively. Statements get walked line by line when a client calls asking about a specific entry. Beneficiary forms and account settings — the housekeeping that never gets done — actually get done, on the same call where you brought it up.

Compliance-conscious: sessions are not recorded by default, media is not persisted, and one direction only. If your firm requires supervisory recording, Enterprise plans include recording with your organization’s retention controls.

What you can show

The things a statement can’t explain.

Performance vs benchmark
Context turns a scary number into an ordinary one.
Allocation and drift
Show why you’re rebalancing rather than asking them to trust that you should.
Plan projections
Walk through a MoneyGuidePro or eMoney scenario and change an assumption live. “What if I retire at 64 instead of 67” is best answered by moving the slider while they watch.
Fee breakdowns
Show exactly what they pay and what it covers. Advisors who show this proactively keep clients through bad quarters.
Statements and tax docs
Walk them to the line they’re asking about instead of describing where it is.
Account settings
Show them the beneficiary form and account preferences so the housekeeping actually gets done.
FAQ

Advisor-specific questions.

Does my client need to install software?+
No. They tap a link on the phone they called you from and see your screen in Safari or Chrome. No apps, no accounts, no passwords.
Does it work for a client in their seventies on an iPad?+
Yes — it’s a browser page. iPad Safari has been supported for a decade and works with no configuration or accessibility gymnastics.
Can I share only my planning software?+
Yes — pick one tab. Share MoneyGuidePro, eMoney, or RightCapital in isolation, so the client sees only the plan and not the rest of your desktop.
Is the session recorded for compliance?+
Not by default. Confirm with your compliance team before enabling recording, since retention obligations vary by firm and by regulator. Enterprise plans include recording with organization-controlled retention.
Can the client see my other accounts?+
Only the window you choose to share. If you share a single tab, adjacent tabs (other households, your inbox, everything) stay completely private.
Does it work with Orion, Tamarac, or Black Diamond?+
If your portfolio accounting or reporting system runs in a browser, yes. Orion Connect, Tamarac Reporting, Black Diamond, Advyzon, and virtually every modern PMS/PMR platform work without configuration.
What about custodial platforms like Schwab Advisor Center or Fidelity Wealthscape?+
Yes — custodial portals run in browsers and can be shared. Just make sure to share only the tab or window you intend, since these systems display multiple accounts.
Is Swiftlook broker-dealer supervisor–friendly?+
Zero-recording default addresses the most common concern, but you should always run new tech through your BD’s written supervisory procedures. We can provide compliance-review materials on request.
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