Write your reasoning once. Use it everywhere.

Build your own view of the funds you use. Capture the reason to own each one, its risk rating and real costs, and get a nudge to review when the fund facts change.

Securities

Your reasoning on every fund you use

SymbolAsset nameMERReviewed

Written once, pulled into every note. Shared across your practice.48 securities

See Securities Database in action

Your own view of every fund you use.

Build a database of the funds, ETFs, and securities you actually recommend, captured in your own words, so the thinking behind your book lives in one place instead of in your head.

Your reason to ownThe thesis in your own words: why this fund is in the book at all.

Risk ratingLow through High, so a fund's place in a mandate is never a guess.

MER and TERThe real cost of the fund, on the record next to the reasoning.

Yield and trailerWhat it pays and what it pays you, captured alongside the rest.

Buy and sell commissionsThe trading costs your team needs before they place an order.

FreshnessWhen you last reviewed it, and a nudge when it is time to look again.

Written once, used everywhere.

The moment you reference a holding in your meeting notes, the rationale pulls in on its own, consistent and compliant every time.

And when a fund's facts change, you get a nudge to review it, so the database stays clean and current instead of drifting out of date. Mention a fund in a note and its reason to own and risk rating appear inline. Months later, when its fund facts shift, a prompt tells you it is time to take another look.

Meeting note

The Harrison Family

The reasoning behind your book, in one place.

Not a data feed you rent, but your own view of the funds you use, written once and working everywhere it is needed.

One source of truth for your bookThe thinking behind every fund you use lives in one place, not scattered across inboxes and someone's memory.

Consistent and compliantThe same reasoning shows up every time a fund is mentioned, so your notes read the same across the whole team.

Never drifts out of dateA nudge when a fund's facts change keeps the database clean and current instead of quietly going stale.