Sprngy

Sprngy streamlines the sharing process by enabling secure, direct delivery of customized reports from the advisor dashboard. Reports can be generated in PDF format with personalized commentary and firm branding, then shared instantly through email or via secure client portal links. This convenient distribution method simplifies client communication, ensuring timely updates, increasing transparency, and deepening client engagement and trust.

Sprngy’s Screeners module offers a rich set of built‑in strategies—such as Beat S&P 500, Value Voyager, Institutional Moves, and Signal Scout—that let you quickly pinpoint stocks and ETFs meeting exacting criteria (e.g., fundamentals, momentum, institutional flows). You can layer filters for valuation metrics, technical indicators, and AUM of institutional investors to uncover under‑the‑radar opportunities poised to outperform benchmarks, helping you present disciplined, data‑backed ideas to clients .

The Market Movers feature tracks fund activity for thousands of institutional managers. You can: View AUM trends over time for any fund. Drill into Sector Flows, Top Holdings, and Portfolio Allocation changes quarter‑by‑quarter. Identify large managers increasing positions in particular sectors or stocks, then mirror or anticipate their moves in client accounts. By showcasing alignment with large‑cap institutions, you position your advice as informed by professional investors—an important credibility booster for growing AUM .

Sprngy offers fully customizable dashboards that allow you to align visualizations and insights directly with each client's unique investment objectives, risk tolerance, and preferences. You can easily adjust the dashboard widgets to display preferred metrics such as portfolio performance, asset allocation, risk scores, investment themes, and economic indicators tailored specifically to the client. These personalized dashboards enhance client engagement and satisfaction by providing clear, relevant insights at a glance, reinforcing your tailored approach to wealth management.

Absolutely. Sprngy allows you to configure customized alerts for critical events, such as significant portfolio drift from target allocations, substantial performance deviations, unusual institutional fund movements, or unexpected changes in risk exposure. Advisors receive these notifications instantly via dashboard alerts, email, or mobile push notifications, enabling timely interventions that mitigate risks and maintain portfolio alignment with client expectations, enhancing your responsiveness and reliability as an advisor.

Sprngy provides advisors with a comprehensive 360° client view through detailed user activity insights, including: Client engagement metrics (frequency of logins, viewed content, interaction with portfolio updates) Preferred investment themes and sectors identified via browsing history within the platform Personalized recommendations based on observed client preferences These insights enable advisors to proactively tailor their communications, deliver relevant investment ideas, and foster deeper relationships, ultimately increasing client satisfaction, retention, and long-term AUM growth.

Sprngy’s intuitive platform allows you to compare multiple investment strategies simultaneously for any given client profile. You can quickly evaluate key performance metrics, risk-adjusted returns, asset allocation differences, and benchmark comparisons side-by-side. This capability supports informed decision-making, helping you clearly communicate the rationale behind your recommendations, and build stronger client trust through transparent portfolio selection.

Sprngy’s tools are designed explicitly for customization around niche goals and constraints, such as retirement income generation, philanthropic investing, legacy planning, or sector-specific exposure. You can easily specify and incorporate unique parameters—such as maximum volatility, ethical exclusions, or targeted geographic allocations—to precisely match client requirements. Sprngy then automatically generates tailored strategies, ensuring portfolios are aligned closely with individual client objectives and constraints, enhancing your personalized advisory value.

Under Portfolio Playbook (Sprngy Portfolio), you can: Analyze Proven Portfolios: Browse time‑tested model portfolios by theme (growth, income, balanced) and view YTD, 1‑year, and 5‑year returns. Get AI‑Powered Suggestions: For any selected portfolio, Sprngy generates an AI summary of composition, risk factors, benchmark comparison vs. S&P 500, and tailored trade setups. Customize & Clone: Create, clone, and edit your own portfolios—tweaking allocations and themes—then instantly see impact on performance and risk . These capabilities let you rapidly design client‑specific portfolios and demonstrate methodological rigor, reinforcing trust and attracting new AUM.

Sprngy provides multiple risk‑focused analytics: Historic Risk Analysis: Charts of maximum drawdowns and recovery periods for portfolios or stocks. Risk‑Adjusted Return Metrics: Sharpe, Sortino, Calmar, and Omega ratios for portfolios in Screener and Portfolio Playbook. Correlation Matrices: To ensure diversification and avoid unintended concentration. By presenting these metrics in client reviews, you show a disciplined risk framework—critical for instilling confidence and winning larger mandates.

Sprngy equips you with advanced analytics, sophisticated AI-driven tools, and customizable client interactions that distinctly elevate your advisory service. Key differentiators include: Institutional-Grade Insights: Leverage insights typically reserved for institutional investors, showcasing your sophisticated approach to investment management. Personalized Client Engagement: Deliver highly tailored dashboards, reports, and communications reflecting each client's unique goals and preferences. Operational Excellence: Automate routine tasks, freeing your time to focus on strategic advice and relationship-building, positioning you as proactive and responsive. These capabilities demonstrate your advisory value, enhance client trust, and differentiate you from standard advisory practices, significantly boosting client acquisition and retention.

Sprngy promotes operational efficiency through automation and standardized reporting processes. The AI Q&A and automated portfolio commentaries streamline routine client reporting tasks, freeing your time to focus on client interactions and new business development. This operational leverage, coupled with built-in audit trails and data governance, helps you maintain compliance and confidently scale your advisory business.

Sprngy simplifies and accelerates your advisory workflow by consolidating essential activities into a unified platform. Advisors benefit from: Unified Client Dashboards: Access key metrics and actionable insights across multiple client portfolios at a glance. Automated Reporting: Generate customized client-ready reports instantly using AI-driven summaries, significantly reducing manual reporting time. Real-Time Notifications and Alerts: Receive instant updates on critical events, portfolio drifts, and client interactions requiring immediate attention. By automating routine processes and aggregating key data, Sprngy enables advisors to spend more time engaging clients and growing their business.

Yes. Using the platform’s Institutional Moves and Market Movers sections, you can highlight your investment strategy’s alignment with major institutional managers, providing validation that resonates strongly with HNW prospects. Additionally, the AI Advisor tool quickly generates personalized, data-driven presentations and reports showcasing your unique insights and decision-making capabilities, helping convert prospects into managed assets.

Sprngy differentiates itself through strategies driven by deep analytics, AI-enhanced insights, and real-time institutional fund flows. Unlike standard model portfolios, Sprngy integrates: Institutional Intelligence: Strategies incorporate real-time institutional fund tracking to capture “smart money” movements. AI Optimization: Advanced AI-driven recommendations dynamically adjust strategies based on changing market conditions and client risk tolerance. Granular Customization: Advisors can tailor portfolios precisely to client-specific themes, objectives, constraints, and ESG preferences. These innovative approaches enable advisors to offer highly differentiated, informed, and adaptive investment strategies to their clients.

Sprngy’s AI Advisor and AI Q&A modules enable rapid creation of executive‑style insights: AI Advisor: Generates natural‑language summaries across every research tab (performance, financials, technicals, money flows) and lets you export a PDF of tailored commentary for each client portfolio. AI Q&A: Acts as a real‑time chatbot to answer bespoke questions about any ticker, market trend, or strategy—so you can quickly address client queries without manual research. Automating these reports saves you hours weekly, letting you focus on client acquisition and relationship building—key drivers of AUM expansion.

Sprngy includes comprehensive volatility management tools, including: Portfolio stress-testing simulations across different market scenarios Historical drawdown and recovery analyses Visualizations of portfolio correlation and diversification benefits These insights help you communicate proactively with clients about risk management and positioning strategies, reinforcing confidence in your ability to safeguard assets—key to retaining and attracting additional AUM.

Sprngy provides versatile reporting capabilities tailored to various client segments: Retirees: Generate detailed income-focused reports, highlighting dividend yields, capital preservation strategies, and risk mitigation measures. HNIs: Produce comprehensive reports showcasing sophisticated investment strategies, institutional alignment, portfolio risk analysis, and tailored performance attribution. Millennials: Deliver visually appealing reports emphasizing thematic investing, ESG considerations, and growth-focused portfolios, complemented by intuitive graphical insights. Each report can be customized with your firm's branding, commentary, and personalized recommendations, positioning you as a strategic advisor who understands diverse client needs and goals.