Financial advisers
Report true performance across every asset class, market and broker your clients hold — without the cost of a wrap platform.
For advisers, family offices & portfolio managers
Every client's portfolio,
held to one standard.
Snowball Analytics aggregates your clients' accounts across 1,000+ brokers, calculates the return they actually earned after fees and dividends, and turns it into a report you can send the same day.
- guided onboarding
- no custodian fees
Firm overview — all advisers, all branches
Schematic
Clients
1,284
Assets tracked
$412M
Advisers · branches
18 · 6
Avg. client IRR
+9.4%
Firm-wide performance, YTD
Portfolios Benchmark
Households
HouseholdValueTWR
+11.2%
+8.7%
+9.9%
−1.4%
+6.3%
Client accounts sync automatically via SnapTrade, Yodlee & Plaid
1,000+ brokers 70+ exchanges 25+ currencies
Built for three kinds of practice
Family offices
Consolidate multi-entity, multi-currency wealth — listed and unlisted — into one clear picture that is always current.
Portfolio managers, CFAs & analysts
Monitor mandates and model portfolios with the analytics you'd otherwise build by hand — IRR, TWR, Sharpe, benchmarking and diversification.
Take the hassle out of client portfolio management
Chasing trade confirmations. Reconciling dividend statements. Rebuilding the same spreadsheet every quarter. Snowball Analytics automates the tedious part so your team spends its hours on advice.
Everything in one place
Accounts sync themselves across 1,000+ brokers, 70+ exchanges and 25+ currencies. No file-chasing, and your staff and your client are looking at the same number.
The return they actually earned
Money-weighted (IRR) and time-weighted return, net of fees and dividends, benchmarked against the index the client keeps asking about.
Client-ready in seconds
Generate performance and income reports on the spot, then send them to the client in a couple of clicks — nothing to rebuild before a meeting.
Onboard your book in days, not quarters
Our team sets your clients up with you, then hands over a structure your whole firm can work in.
- Connect brokerages read-only through Yodlee, SnapTrade & Plaid, or import statements and CSVs
- Guided migration off spreadsheets or an existing wrap platform
- Role-based access per adviser, with firm-wide and per-branch roll-ups
- An easy way to get each client their own results, without rebuilding a report
Onboarding — schematic
01 Accounts connected 412 / 412
02 History backfilled since 2016
03 Adviser permissions 14 / 18
04 First client reports queued
Elapsed since kickoff 6 days
Read-only by design
The answer your compliance officer wants, before they ask the question.
- Connections are read-only — no one can trade or move money from Snowball Analytics
- Brokerage login credentials are never stored on our side
- Data is depersonalised and encrypted at rest; GDPR-aligned, EU-based company
- Granular, role-based permissions for every member of the team
Access model
Read holdings & transactionsAllowed
Place tradesNot possible
Move moneyNot possible
Store broker credentialsNever
Not a prototype
You are not betting on a new product
Snowball Analytics for Business is a new layer on an engine that has been in production for years. Hundreds of thousands of private investors already run their portfolios on it every day — the same broker aggregation, the same performance maths, the same iOS and Android apps.
What Business adds sits above the individual portfolio: many clients, many advisers, branch and firm-wide roll-ups, and the permissions that keep them apart.
Hundreds of thousands of private investors already track their portfolios with Snowball Analytics
4.6 on Trustpilot, across 512 reviews
4.8 on the App Store (4,600 ratings) and Google Play (2,500)
1,000+ broker integrations already live, maintained by us — not by you
Pricing that scales with your practice
Your plan is based on how many advisers and clients you actually manage, so it grows only as the firm does. No wrap accounts, no custodian fees, no long-term contract.
ADVISERS×CLIENTS→YOUR QUOTE
Book a demo for a quote 30-minute call · no obligation
Questions firms ask us
How does client-account aggregation work?
Each client's brokerage connects read-only through Yodlee, SnapTrade or Plaid, or you import statements and CSVs. Holdings, trades, dividends and corporate actions then update on their own — no manual entry.
Can we run multiple advisers and branches?
Yes. Each adviser gets their own client list with role-based permissions, while leadership sees a firm-wide and per-branch roll-up in a single dashboard.
How do we get results in front of clients?
Generate a performance or income report for any client and share it in a couple of clicks. The numbers are already reconciled, so there is nothing to rebuild before a meeting.
Do we have to migrate off our current tools?
No big-bang migration. Start with a handful of clients, run Snowball Analytics alongside what you already use, and widen the rollout once your team is comfortable. There are no long-term contracts or custodian fees, so you can adopt at your own pace.
How much does it cost?
Pricing depends on the number of advisers and clients you manage. Book a demo — we will walk through your setup and come back with a plan and a quote tailored to your firm.
See it with your own book of clients
Book a 30-minute demo. We will walk through your own book of clients and show you exactly what the reports look like.
Read-only access · credentials never stored · GDPR-aligned