Independent Portfolio Analysis
Institutional-Grade Transparency
Get unbiased, professional-grade analysis of your investment performance.
No conflicts of interest. No hidden agendas. Just the truth.
"An investment firm producing their client's portfolio performance report is like a student grading their own paper"
Wealthy investors don't fully trust the reports they receive. Confidence is low across all critical areas of portfolio reporting:
A striking 75% of over 2,000 wealthy investors surveyed expressed enthusiasm for third-party verification services.
Source: "The State of Investor Trust and Transparency" 2017, Phoenix Synergistics
Traditional vs WiseMint™ Reports
See how WiseMint's independent analysis differs from traditional reporting
Traditional Reports
- ✕Produced by firms that profit by managing investment portfolios
- ✕Grade their own performance - a clear conflict of interest
- ✕Compare to inappropriate benchmarks like the S&P 500
- ✕Hide or minimize fee impacts
- ✕Conceal critical risk metrics
- ✕Do not tell you if the person managing the portfolio is skilled at investing or not
WiseMint Reports
- ✓Produced by analysts, not investment managers
- ✓Zero conflicts of interest
- ✓Create custom benchmarks matched to your portfolio's true risk profile
- ✓Reveal the full impact of all fees on your returns
- ✓Provide institutional-grade risk assessment (alpha, beta, Sharpe ratio)
- ✓Assigns a definitive grade (A, B, C, or D) to the skill of your portfolio's investment manager
How It Works - 4 Simple Steps
We've designed WiseMint™ to be straightforward and secure, giving you the insights you need without complex onboarding.
Connect Securely
Link your investment accounts through Plaid's secure connection - the same system used by major banks and financial institutions.
Receive Professional-Grade Analysis
Our system applies institutional-grade methodology to evaluate your portfolio's true performance, risk profile, and fee impact - delivering the same rigorous analysis that sophisticated investors demand.
Gain Objective Performance Insights
Access clear, easy-to-understand reports that reveal the true performance of your investments across all account types: 401(k)s, IRAs, taxable accounts, robo-advisors, or self-managed portfolios.
The Knowledge You Need, The Decision Remains Yours
WiseMint™ doesn't provide investment, tax, or legal advice. We are strictly providers of analytical reporting. Our initial report and monthly monitoring provide objective insight into whether your portfolio's management decisions are resulting in beneficial risk-reward outcomes. What you choose to do with these insights is entirely up to you or your investment manager.
Key Benefits
WiseMint provides transparency and insights that empower you to make informed decisions about your financial future.
Verify Performance Value
Confirm if your advisor's fees deliver real value – or if it's time to reassess – with unbiased metrics across all account types - 401(k)s, IRAs, robo-advisors, and self-managed portfolios.
Benchmark Properly
Compare performance to appropriate risk-adjusted benchmarks that reflect your actual investment goals.
Continuous Improvement
Monthly performance monitoring enables continuous improvement through timely insights, helping you make informed adjustments rather than waiting for annual reviews.
Simple, Transparent Pricing
Monthly Plan*
Flexible monitoring with no long-term commitment
- Full portfolio analysis
- Benchmark comparison
- Monthly performance reports
- Secure Plaid integration
- Cancel anytime
Annual Plan*
Our best value - save $89 compared to monthly
- Everything in Monthly Plan
- Annual summary report
- Priority support
- Exclusive webinars
- Best value pricing
*Fees refunded if your portfolio earns 12 consecutive monthly "A" grades.
Ready to See Your Portfolio's True Performance?
Join our beta program and be among the first to experience independent, institutional-grade portfolio analysis.
Regulatory Disclosure
WiseMint™ does not provide investment, retirement, legal, or tax advice.
WiseMint™ provides objective analysis of your existing portfolio's performance.