8FIGURES for Professionals

Your clients will be amazed. Real-time portfolio reporting on your clients’ mobile.

Unlock Professional Suite
A dark-themed professional financial dashboard showing a client's net worth of $734k. The interface includes sections for Assets and Liabilities (showing five asset categories: Real Estate, Stocks, Bonds, Cash, and Crypto, with values), a central donut chart visualizing the asset allocation, and a line/bar graph showing the net worth performance over time from Q4/23 to QTD. The top navigation bar shows options like Clients, Accounts, Settings, and Log Out.A dark-themed mobile app screen, resembling an iPhone interface, focused on Holdings and Asset allocation. A large, central donut chart displays the total assets of $734k. Below the chart is a list showing five asset categories (Real Estate, Stocks, Bonds, Cash, Crypto) with their respective dollar values and percentage allocations. The navigation bar at the bottom includes icons for Balances, Holdings, Net Worth, Accounts, and Settings.

Do your clients truly understand their portfolio?

Orange question mark icon for help, query, or information request.
Do your clients actually read your quarterly reports?
Orange question mark icon for help, query, or information request.
Do they have real-time access to performance data?
With 8FIGURES, you and your clients are always on the same page.
Boost communication clarity with your clients - give them holistic portfolio view on their mobile exactly as you see it on your desktop.

Professional metrics

Track performance metrics for each position: IRR, P&L, Money Multiple and educate your clients.

Let your clients understand their bond portfolio like never before with all relevant metrics: YTM, Duration, Maturity.

Bond investment performance metrics on a mobile app interface showing P&L, IRR, and Yield to Maturity.

Client-friendly interface

Your clients get a clear view of their portfolio: Net Worth dynamics, portfolio P&L, asset allocation, returns.

You see exactly the same screens in your desktop app - no misunderstandings.

Total asset allocation chart for a $1.875 million investment portfolio, including real estate, stocks, and crypto.

All assets supported

All asset classes are automatically updated for the latest prices, balances and holdings.

From public markets to alternatives - let your clients track all their exposures real-time.

Diverse investment asset classes and portfolio diversification options including stocks, bonds, and real estate.

AI that works for you, not against you

Your AI Agent is configured to reflect your strategy, mandate, and products - enhancing your practice without changing it.

With full portfolio context, it answers basic client questions in your voice and within your policies.

Serve 5× more clients while staying fully in control.

AI-powered investment management system showing connections to portfolio data, market news, and optimization.

Enterprise-Grade Security

We deliver enterprise-level security trusted by financial institutions and professional teams. Your clients’ data stays private, confidential, and fully compliant with international regulations.

Secure mobile financial application with a shield and padlock symbol indicating high-level data protection.

How to Get Started in Minutes

STEP 1

Create your professional workspace

Activate your advisor seat and open your dashboard. You will be ready to add your first client right away.
STEP 2

Add clients and connect accounts

Invite clients and link their portfolios so you can view holdings, performance, and allocations in one place.
STEP 3

Deliver client ready updates

Review holdings, performance, and allocations, then share a clear summary with the client when you are ready.

Ease of use

A dark-themed professional financial dashboard showing a client's net worth of $734k. The interface includes sections for Assets and Liabilities (showing five asset categories: Real Estate, Stocks, Bonds, Cash, and Crypto, with values), a central donut chart visualizing the asset allocation, and a line/bar graph showing the net worth performance over time from Q4/23 to QTD. The top navigation bar shows options like Clients, Accounts, Settings, and Log Out.
Green checkmark icon for successful status or confirmation.
Custom integration with Financial Advisors, Multi-Family Offices, Brokers & Asset Managers.
Orange checkmark icon for status or pending action.
No lengthy integrations - get started in days, not months.
Blue checkmark icon for successful status or verification.
Priced at a fraction of incumbent enterprise solutions.
Green shield icon with a checkmark
Encrypted, Read-Only Access
Green microchip icon
Built for RIAs

Start operating in minutes

Activate your workspace instantly. Add clients as needed. Billing stays aligned with active management.

Secure payment lock icon

Predictable pricing

One manager seat plus active clients. No surprises.

Business growth rocket icon

Instant setup

From checkout to your workspace in minutes.

Add user account icon

Full control

Add or remove clients anytime - your bill adjusts automatically.

$30/mo per manager + $30/mo per active client i
‍Automatic prorated billing applies. Add or remove clients anytime.

Unlock Professional Suite