Institutional-grade, objective portfolio performance reporting is now at your fingertips

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Does not disclose your request to your advisor, or their firm - no one will ever know you asked for this report

Does not share, or sell, your personal data

Does not direct its users to any investment strategies, firms, funds, or advisors

Uses the same security measures as major global banks

Employs top-tier performance algorithms, previously exclusive to major money managers, now accessible to the average investor.

How does it work?

Financial Advisers: Show Us Your Numbers

If you want to know the track record of a mutual fund or exchange-traded fund, you can look it up in a matter of seconds online. But what about the track record of a financial adviser who is offering to pick investments for you?

"I have to think investors would want to know that, but I don't know how many are actually asking for it," says Charles Rotblut of the American Association of Individual Investors in Chicago, a nonprofit with 170,000 members nationwide.

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A large number of investors are unaware of, or not provided  the most vital information regarding their investment performance


On average, over one-third of affluent investors are not highly confident in the accuracy of the investment reporting metrics they are provided.


More than one quarter of investors would pay to have their performance verified by a third party and nearly 3 out of 4 are interested in the service.

I am confident that an independent third-party would arrive at the same results as my investment firm when calculating my investment portfolio's fees, rate of return, risk, benchmark comparison, and goal progress.






*73% of investors interested in an independent performance verification service

Trust but verify


Objective, independent institutional-grade portfolio performance verification


Works with full-service advisor or self-directed accounts


This report is confidential.
We owe a duty only to
you - our client. WiseMint never tells anyone, including your investment firm, that you have ordered this report

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What is WiseMint and how does it help me manage my investments?

WiseMint is an innovative mobile application designed to provide retail investors with comprehensive and objective analysis of their investment portfolios. Our platform aligns with global investment performance standards, offering users a clear and factual review of their investment performance. By using WiseMint, you gain access to detailed reports and insights that evaluate the effectiveness and skill level of your, or your financial advisor's, investment management.

The app helps you manage your investments by:

  • Performance Analysis: Offering a detailed breakdown of your portfolio's performance, including comparisons to relevant benchmarks, to help you understand how well your investments are doing.
  • Advisor Evaluation: Providing an objective assessment of your financial advisor’s contribution, enabling you to gauge their skill level and effectiveness in managing your portfolio.
  • Transparency and Clarity: Ensuring that you have a clear view of your investment returns, fees, and other critical factors, thereby demystifying the complexities of investment management.
  • Actionable Insights: Delivering actionable insights based on your portfolio's performance, helping you make informed decisions about potential adjustments or changes in your investment strategy.
  • Easy Accessibility: Through its mobile platform, WiseMint allows you to access your investment analysis anytime, anywhere, keeping you informed and engaged with your financial well-being.

In summary, WiseMint empowers you as a retail investor by providing transparent, accurate, and unbiased analysis of your investment portfolio, helping you understand and manage your investments more effectively.

How does WiseMint ensure the accuracy of the investment performance analysis?

WiseMint ensures the accuracy of investment performance analysis through a combination of rigorous data standards, advanced analytical methodologies, and adherence to global investment performance standards. Here's how we maintain accuracy and reliability in our analysis:

  • Data Integrity: We source financial data from reputable and reliable sources, ensuring that the information we use for analysis is up-to-date and accurate. This includes real-time market data, historical performance records, and relevant financial indicators.
  • Compliance with Global Standards: WiseMint aligns its analysis with recognized global investment performance standards. This means our methodologies and calculations are consistent with industry best practices, providing you with a performance analysis that meets professional and ethical standards.
  • Advanced Analytical Tools: Our platform employs sophisticated algorithms and analytical tools to process and analyze investment data. These tools are designed to accurately assess performance metrics such as returns, risk, and volatility, among others.
  • Regular Audits and Updates: To ensure ongoing accuracy, our systems and methodologies undergo regular audits and updates. This process helps us maintain the highest level of precision in our analysis and keep up with any changes in market dynamics or regulatory standards.
  • Expert Oversight: Our team of financial experts oversees the analysis process, bringing over 50 years of industry experience to ensure that the insights we provide are not only accurate but also meaningful and actionable.
  • User-Provided Information Verification: When users input or link their investment data, we have checks in place to verify and validate this information, reducing the likelihood of errors or discrepancies.

By combining these approaches, WiseMint strives to deliver investment performance analysis that you can trust, helping you make informed decisions about your investments.

Can WiseMint help me understand the skill level of my financial advisor?

WiseMint is specifically designed to help you understand the skill level of your financial advisor, with a particular focus on using your account's asset allocation model as the benchmark. This approach is crucial for several reasons, and it aligns with global investment performance standards:

  • Customized Asset Allocation Analysis: WiseMint evaluates your portfolio based on your specific asset allocation model rather than a generic index. This personalized analysis is essential because it reflects the unique strategy and risk profile tailored to your financial goals, providing a more accurate assessment of your investments.
  • Alignment with Global Standards: Using your asset allocation model as the benchmark is in line with global investment performance standards. These standards emphasize the importance of relevant and tailored benchmarks in investment performance analysis, ensuring that the evaluation is meaningful and adheres to recognized best practices in the financial industry.
  • Understanding Advisor's Strategy: By analyzing performance against your portfolio's specific asset allocation, WiseMint effectively assesses the strategies and decisions made by your financial advisor. This includes their ability to balance different asset classes and respond to market changes in the context of your investment objectives.
  • Performance Benchmarking: Benchmarking against a similar asset allocation model provides a more relevant comparison. It shows how your advisor's choices and performance stand up against a strategy that closely mirrors your own, rather than a broad market index that may not accurately represent your investment goals or risk tolerance.
  • Risk-Adjusted Returns: WiseMint's analysis includes an evaluation of risk-adjusted returns, which is more insightful when based on your specific asset allocation. This approach reflects the actual risk taken to achieve returns, offering a clearer picture of your advisor's effectiveness in managing risk relative to your personalized investment strategy.

In summary, WiseMint's use of your account's asset allocation model as the benchmark for performance analysis is a key feature that aligns with global investment performance standards. This approach ensures a more accurate, personalized, and standards-compliant evaluation of your financial advisor's skill level, providing insights that are directly relevant to your investment objectives.

Is my information secure?

WiseMint is committed to the highest standards of data security and privacy, especially when handling sensitive financial information. Our partnership with Plaid, a leading data aggregator, plays a crucial role in this commitment.

  • Plaid's Role in Data Aggregation for WiseMint: Plaid specializes in securely connecting user bank and investment accounts to third-party applications like WiseMint. It acts as an intermediary, facilitating the safe transfer of financial data without exposing your sensitive login credentials.
  • Secure Connections with Financial Institutions: Plaid has established secure connections with numerous major financial institutions through formal agreements. This allows Plaid to access financial data on behalf of users, but only with their explicit consent.
  • User Consent and Data Privacy: When you link your investment accounts to WiseMint via Plaid, you provide explicit permission for this data access. Plaid employs industry-standard encryption protocols, such as SSL and TLS, to protect your data during transfer and employs strong encryption for data at rest.
  • WiseMint's Data Handling: While WiseMint uses Plaid for data aggregation, we do not store any Personally Identifiable Information (PII) on our servers. We retain certain anonymized characteristics of your investment portfolio, such as asset allocation and performance metrics. This information is used to provide you with accurate performance analysis and to enable comparison with relevant peer portfolios.
  • Regulatory Compliance and Continuous Monitoring: Both WiseMint and Plaid operate in compliance with financial regulations and data protection laws. Plaid’s systems are continuously monitored for security threats, and regular audits are conducted to ensure adherence to security best practices.

In summary, through our use of Plaid for secure data aggregation and our stringent data handling policies, WiseMint ensures that your financial data is managed with the utmost security and privacy. This approach allows us to provide detailed investment analysis while maintaining the highest standards of data protection, giving you peace of mind regarding the safety and confidentiality of your financial information.