8FIGURES for Professionals

Your clients will be amazed. Deliver real-time portfolio insights straight to their mobile.

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?

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Do they actually read your quarterly reports?
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Do they have real-time access to performance data?
With 8FIGURES, you and your clients are always on the same page.
Boost communication clarity - give them a holistic, real-time portfolio view on 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.

Help users see their bond portfolio like never before, with all key 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. All data remains private, confidential, and fully compliant with international regulations.

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

How It Works

STEP 1
Invite your client to 8FIGURES. After signing up, they’ll connect their investment accounts and instantly see their complete portfolio.
STEP 2
Request portfolio access from your client and enter the code they share in the app.
STEP 3
Gain real-time visibility into your client’s portfolio - track net worth, monitor account activity, and deliver smarter, data-driven advice.
STEP 4
Customize our AI Investment Advisor to follow your practice’s policies and client approach - guidance stays aligned with your standards.
STEP 5
Easily manage and switch between clients from your dedicated Professionals dashboard.

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.
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Custom integration with Financial Advisors, Multi-Family Offices, Brokers & Asset Managers.
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No lengthy integrations - get started in days, not months.
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Priced at a fraction of incumbent enterprise solutions.
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Get in touch for Demo and Pricing

Contact us and we’ll respond within 24 hours.

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We keep your data safe. Always.
Industry-leading privacy & bank-level security are at the heart of 8FIGURES.
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