Advisor software is a different product from consumer apps. An advisor runs model portfolios across dozens of accounts and documents every decision. The software has to support a process, not just display data.
- Holdings-level data with real freshness; models on stale holdings are fiction - Overlap analysis across a whole book, not two tickers - Portfolio-level fee analysis; small drag times a book is a business problem - Reporting clients can read in plain language, and exports that are not hostage-taking - Defensible data handling; client portfolio data is sensitive
Underneath every good platform sits clean comparison data: Overlap ($4.99 one-time) publishes that layer, 108 ETFs with fees and overlap side by side.