Manage Every Client from One Platform
- Up to 100 client portfolios each with dedicated brokerage connections and position tracking
- Aggregate dashboard that rolls every client's positions, P&L, and exposure into one view
- Client reporting with professional performance reports you can preview, email, or download as PDF
- Team management with role-based access, member invites, and a full audit trail
- Every Premium feature included for each client portfolio, from unlimited AI analyses to all research tools
Client Portfolio Management
Each client gets their own dedicated portfolio with separate brokerage connections and position tracking. Switch into any client's account with one click to view their positions, performance, and holdings as if you were logged in as them.
Every client portfolio gets the full Premium experience: unlimited AI analyses, options dashboard, performance analytics, dividend tracking, and every research tool ThetaPal offers.
See What Needs Attention in Seconds
Switch into any client's portfolio and immediately see their full options dashboard. Color-coded tiles show you which positions are profitable, which are at risk, and which need action. No digging through spreadsheets or multiple tabs.
Live P&L, theta decay, days to expiration, and roll recommendations for every position. Spot the clients who need your attention right now.
Aggregate Dashboard Across All Clients
See your entire book of business at a glance. Total assets under management, aggregate P&L, client count, and open positions across every portfolio in one unified view.
No more switching between accounts or building spreadsheets. The aggregate dashboard updates automatically as client positions sync throughout the day.
Professional Client Reports
Generate polished performance reports for any client with customizable date ranges and sections. Preview the report before sending, then deliver it directly via email or download as a PDF.
Keep clients informed with clear, professional reporting that shows their portfolio performance, options activity, dividend income, and more.
Add New Clients in Seconds
Adding a new client to your firm takes less than a minute. Enter their name, connect their brokerage account through our secure integration, and their positions start syncing immediately.
Each client portfolio is fully isolated. Data from one client never mixes with another. Your team sees only what they have permission to access.
Team Management
Invite team members with role-based access controls. Owners and admins can manage the organization, invite new members, and control who sees what. Regular members can view client portfolios without administrative access.
Configure alert routing so the right people on your team get notified about important portfolio events.
Full Audit Trail
Every action taken by team members is logged. See who viewed which client portfolio, when reports were generated and sent, and track all organizational activity in a searchable timeline.
Stay compliant and maintain accountability across your entire team with a complete activity history.
Every Premium feature, included
Each client portfolio gets the full Premium experience. No limits, no restrictions, no add-ons.
Unlimited AI Analyses
AI-powered roll recommendations, SEC filing analysis, and option chain picks with no monthly cap for every client.
Unlimited Connections
Connect multiple brokerage accounts per client. Aggregate positions across brokerages in one unified view.
Full Research Suite
Options heat maps, IV Leaderboard, insider and politician trade tracking, earnings analysis, AI Market Scout, and more.
Ready to manage your clients on ThetaPal?
Enterprise plans start at $149/mo for up to 20 client portfolios. All Premium features included.