Client Portal
Advisor Portal
Client Login
Advisor Login




Advisor Portal is a fully customizable next-gen TAMP, combining cutting edge technology and leading investment strategies to address all essential needs of investment advisors.

Advisor Portal Solutions

Advisor Managed Models

Reduce your efforts on time-consuming rebalancing activities. Leverage Fulcrum’s trading team and expertise to manage your clients’ portfolios.

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Institutional Money Managers

Access hundreds of third-party investment strategies ranging from boutique management firms to the world's largest asset managers.

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Investment Proposal Center

Generate investment proposals comprised of multiple customizable components complete with integrated HiddenLevers analytics.

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