Every client portfolio on a single screen
Yasno shows each client’s performance, their alpha against a benchmark and who needs attention. The client connects their own portfolio — no exports, no spreadsheets, no screenshots by email.
The client grants access. You see exactly the portfolios they opened up, and they can revoke access in one click.
Client work without exports and spreadsheets
Client dashboard
Every client portfolio, their performance and the ones that need attention, on one screen.
An objective read on your work
Alpha against a benchmark for every client over the selected period — a number, not a feeling.
Invite by link
The client connects the portfolio themselves. Access is granted and revoked in one click.
Advanced analytics
TWR, MWR, period comparison and instrument contribution — per client.
Client document flow
Reports and documents live next to the client’s portfolio.
No cap on clients
As many client portfolios as you have clients, on a single plan.
Three steps to your first client
Sign up as an advisor
The role is chosen at registration. No separate approval needed.
Invite a client by link
The client connects a broker over read-only API, uploads a report or enters operations manually.
Run your book on one dashboard
Performance, alpha against a benchmark and whoever is off track — right on the first screen.
The advisor dashboard
One plan, no cap on the number of clients
- Unlimited client portfolios
- Advanced analytics
- Client document flow
- Everything in the Pro plan
Show the client a result, not a screenshot from a broker app
Start freeSigning up takes a minute. Clients join by link.