Do your clients truly understand their portfolio?

Do your clients actually read your quarterly reports?

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.

Join Hundreds of Expert Managers

Gullenx1

5.0

The 8figures app has really helped me navigate my finances and brought clarity to the range of investments I hold across my portfolio. Prior to 8figures getting a coherent picture of my personal wealth position was messy and time...

borisdus

5.0

There are many different applications, but none of them can properly calculate IRR for stocks with dividends, much less for bonds. Or do an IRR calculation for a leveraged or unleveraged property. Or provide basic functionality...

entin3

5.0

I’ve been looking for an app that can help me get the clear picture of everything Iown and owe and I finally found one thatworks!

di_gie

5.0

It’s really helpful to have an overview of ALL my various assets in one place, and be able to slice & dice the data across the whole portfolio. Love that there’s a layered data protection (password, email confirmation, Face ID etc)-it’s a must for me...

M Zh

5.0

This app is what I have been looking for in a long time! Super excited to see more features!