AI-Powered Portfolio Management

Welcome toSilmarl

Upload client portfolios, generate AI-powered meeting briefs, and manage insights all in one place. Save hours on portfolio analysis and client preparation.

No signup required • Start analyzing portfolios immediately
Trusted by 500+ advisors
99.9% uptime
Bank-level security

Everything you need to manage client portfolios

Streamline your workflow with powerful AI tools and intuitive portfolio management

Portfolio Upload

Upload CSV files and automatically parse client holdings with real-time market data enrichment

Portfolio Analysis

Get instant insights on allocation, sectors, and performance with advanced analytics

AI Briefs

Generate professional meeting briefs in seconds with AI-powered insights

Client Management

Organize clients, notes, and meeting history in one centralized platform

Start analyzing portfolios immediately

No account required to get started. Upload and analyze portfolios right away.

Start Immediately

No signup required to use core features

  • Upload and parse CSV portfolios
  • View portfolio analysis and insights
  • Generate AI-powered meeting briefs
  • Export reports and data
Start Analyzing Now

Create Account for More

Save your work and unlock advanced features

  • Save portfolios and analysis history
  • Manage multiple clients
  • Access advanced AI insights
  • Sync across devices
Create Free Account
500+
Financial Advisors
10,000+
Portfolios Analyzed
50+
Hours Saved Weekly

Simple, transparent pricing

Choose the plan that fits your practice. All plans include our core AI features.

Starter

$0/month

Perfect for individual advisors getting started

  • Up to 5 clients
  • Basic portfolio analysis
  • AI meeting prep (5/month)
  • Email support
Get Started Free
Most Popular

Professional

$49/month

For growing advisory practices

  • Unlimited clients
  • Full AI insights & analysis
  • Unlimited AI meeting prep
  • Email integration
  • Priority support
  • Advanced analytics
Start Professional

Enterprise

$149/month

For large practices & multi-advisor firms

  • Everything in Professional
  • Team collaboration
  • Custom integrations
  • Advanced reporting
  • Dedicated account manager
  • Phone & email support
Contact Sales

All plans include a 14-day free trial. No credit card required to start.

Ready to simplify client management?

Join thousands of advisors who are already saving hours every week with AI-powered portfolio management