Advantage Portfolio Hub is portfolio reporting software for investment advisors and family offices seeking accurate, transparent performance tracking without the cost or complexity of institutional platforms. The platform brings client portfolios, entities, holdings, and reporting together in one dashboard, replacing disconnected spreadsheets and manual report preparation.

Its features include monthly-chained Modified Dietz return calculations, annualized XIRR, cash-flow adjustments, and performance views across standard periods. Advisors can manage trusts, LLCs, individual accounts, and foundations, with entity-level reporting and family-level rollups. They can also import data from other platforms or Excel, record valuations, and generate branded, client-ready PDF reports.

Secure client access lets clients and professional partners view information through read-only logins, while advisors retain control. Additional services include daily bank-balance tracking, automated backups, online document storage, and optional assistance matching month-end statements to holdings, with changes reviewed before saving. The product offers plans for single family offices and advisory firms, a 14-day free trial without a credit card, and a free Excel migration workbook.