Case Study: Silver Strand Financial Planning simplifies client portfolio reviews with Koyfin

Silver Strand Financial Planning makes portfolio reviews faster and clearer with Koyfin

Silver Strand Financial Planning, a financial advisory firm, faced challenges in clearly presenting portfolio overlap and allocations to their clients using their previous method, which involved Kwanti and manual security searches. Their reports were often messy and raised more questions than they answered. Founder Dace DeKruif needed a better way to control and tailor the information presented during client reviews, and turned to Koyfin's portfolio review tools for a solution.

By implementing Koyfin, Silver Strand gained access to a unified platform for building proposed portfolios, generating clear one-page reports, and using simple comparison metrics. This solution made it significantly easier to prepare for and run client reviews, resulting in a clearer understanding for clients and easier conversations, especially with do-it-yourself investor types. Koyfin provided the firm with fast, high-quality output that improved both the advisor's workflow and the client experience.

Silver Strand Financial Planning