Turn portfolio intelligence into better client conversations.
Turn portfolio data into faster monitoring, clearer allocation decisions, and polished client reports and proposals that help retain and win AUM.
The Problem & Painkillers
Your investment process is more sophisticated than the way it gets presented.
Portfolio accounting data, factor risk analysis, allocation decisions, and client presentation materials live in separate, disconnected systems. Preparing for quarterly reviews or winning high-net-worth proposals often requires copy-pasting numbers between multiple apps.
Clients holding multiple ETFs have hidden stock overlaps and concentration risks that standard tools cannot unpack.
Complete ETF look-through analysis revealing true underlying company weights, metrics, and factor exposures.
Preparing for quarterly client reviews requires 3-4 hours pulling data from custodians, reporting software, and Excel.
Automated model composite sync and 1-click client-ready report generation.
Explaining portfolio changes or market drawdowns is hard without clear visual attribution.
Visual factor risk decomposition, historical drawdown replay, and Sharpe/Sortino attribution.
Standard proposal software generates generic, cookie-cutter reports that look identical to competitors.
Custom diagnostic proposals showcasing your proprietary allocation strategy backed by source-linked data.
Evaluating complex multi-asset allocation trade-offs requires manual spreadsheet modeling.
Integrated portfolio optimization engine tailored to client risk tolerances, income targets, and constraints.
The Massari Solution
Move from portfolio data to clear recommendation and client-ready output faster.
Massari bridges the gap between sophisticated institutional portfolio analytics and clear, compelling client communication.
Monitor holdings, exposures, and portfolio changes
Import client accounts and model composites to view real-time holdings, sector distributions, and cash balances.
Analyze performance and risk attribution
Deconstruct returns, Sharpe/Sortino ratios, maximum drawdown history, and volatility against custom benchmarks.
Look through ETFs and composite portfolios
Unpack every ETF holding to reveal true underlying company exposures, overlapping positions, and hidden risk.
Model allocation scenarios and stress tests
Simulate how proposed portfolio changes would have performed during historical market shocks like 2008, 2020, and 2022.
Optimize around client objectives and constraints
Run mean-variance and Black-Litterman optimizations considering risk tolerances, income targets, and tax constraints.
Create branded reports, proposals, and tear sheets
Generate clean, professional client presentations that clearly communicate your investment rationale and value.
For Managing Directors and Investment Committees
Differentiate your advisory practice through evidentiary rigor.
Win higher-net-worth clients and deepen existing relationships by presenting institutional-grade portfolio intelligence in an intuitive, transparent format.
Workflow Transformation
Before vs. After Massari
How the day-to-day workflow fundamentally shifts when every document, model, and portfolio calculation is connected to the source.
| Workflow Area | Legacy Multi-Tool Stack | Massari Connected Workflow |
|---|---|---|
| Client Review Prep | ✕3-4 hours gathering reports from custodian, risk system, and Excel | ✓15 minutes with automated composite sync and client-ready reporting |
| ETF Look-Through | ✕Treat ETFs as opaque single lines; blind to hidden mega-cap overlap | ✓Instant look-through to underlying stock weights, metrics, and factor risk |
| Prospect Proposals | ✕Generic custodian reports that look identical to competitor proposals | ✓Custom, source-verified portfolio diagnostic highlighting hidden risk & cost |
| Scenario Stress Testing | ✕Difficult to explain drawdown risks without complex statistical jargon | ✓Clear visual replay of portfolio performance across historical market regimes |
| Investment Credibility | ✕Relies on trust and high-level summaries without underlying evidence | ✓Every number and company metric is auditable down to SEC filings |
Product Proof
Engineered for Evidentiary Rigor
Every capability is built on primary financial disclosures with persistent source verification.
Portfolio Monitoring & Aggregation
Unified view of client accounts, custom model composites, and aggregate asset allocations.
Performance & Risk Decomposition
Sharpe, Sortino, max drawdown, tracking error, and factor risk attribution against any benchmark.
ETF Look-Through Analysis
Deconstruct ETF baskets to reveal true underlying company holdings and concentration risks.
Portfolio Optimization Engine
Mean-variance, risk parity, and Black-Litterman optimization tailored to client risk mandates.
Historical Regime Stress Testing
Stress test allocations against historical market shocks, interest rate spikes, and inflation regimes.
Client-Ready Proposals & Tear Sheets
Generate polished client review packets and prospect diagnostics with one click.
Build a better client-review workflow.
Show us how you currently prepare for a portfolio review or new client proposal. We’ll show you how Massari reduces manual preparation and elevates your client deliverables.