Keep the portfolio picture, analysis and next actions in one workflow.
For financial professionals
Run every client review.
Run every client review.
With research close by.
Bring clients, portfolios, analysis and reporting into a professional workspace designed around the review conversation.
ClientsAnalysisReportsResearch
Turn portfolio information into structured, client-ready conversations.
Move from a holding to market evidence without leaving the workspace.
The strongest advisor workflow connects client context, portfolio evidence and communication without making the interface feel operationally heavy.
Professional workspace
Everything needed before, during and after the review.
The hub organises the professional journey while the underlying workspace keeps each operational surface focused.
Overview
Advisor Dashboard
See the clients, portfolio work and follow-ups that need attention.
Open dashboardOrganise
Clients
Keep client records and portfolio relationships structured in one place.
Manage clientsReview
Portfolios
Inspect allocation, performance and concentration across client accounts.
Review portfoliosAnalyse
Analysis
Work through holdings and market context before the client conversation.
Open analysisCommunicate
Reports
Prepare consistent portfolio material for clear client communication.
Create reportsPublish
Research Studio
Draft and manage professional research with explicit publishing controls.
Open Research StudioPresent
Professional Profile
Maintain the identity and disclosures shown with professional work.
Manage your profile
A calmer professional system
Less navigation. Better preparation.
ClearMarket separates client operations into focused tools but keeps the professional journey visible from one concise hub.
Prepare the complete review
Bring client changes, portfolio movements and research questions together.
Keep the conversation legible
Use concise analysis and reports instead of exposing operational complexity.
Capture the next action
Return to the same workspace for follow-up, research and reporting.
One review rhythm
Prepare. Explain. Follow through.
- Review the client and portfolio changes that matter before the meeting.
- Use evidence and structured reporting to support a clear conversation.
- Record follow-ups and continue the research from the same workspace.
Questions, answered
What to know before you begin.
Who is the advisor workspace for?
It is designed for eligible financial professionals who manage client records, portfolio reviews, reporting and research workflows.
Can advisors publish research?
Research Studio supports controlled authoring and publishing workflows. Eligibility, profile, disclosure and moderation requirements still apply.
Are client records mixed with public research?
No. Private client and portfolio records remain protected workspace data; public market research is a separate surface.
Can I explore the platform before registering?
Yes. The public Research and Explore areas show the underlying market-research experience before you create a professional account.
A clearer professional workspace
Give every client review a stronger starting point.
Register for the advisor workspace or sign in to continue with your clients, analysis and reports.