Portfolio Management
Every holding, return, and risk exposure in one dashboard — with AI that watches concentration and drift so you don't have to.
Overview
Teckpal Portfolio Management consolidates assets across accounts and classes into a single, real-time view of performance and allocation.
The intelligence layer monitors risk, flags concentration and drift from your targets, and explains what's driving returns — so decisions are informed, not reactive.
What's inside
Unified holdings
All accounts and asset classes in one place.
Performance analytics
Returns, benchmarks, and attribution over any period.
Risk monitoring
Concentration, volatility, and drift alerts.
Allocation targets
Set targets and see drift the moment it happens.
Reporting
Clean statements for stakeholders and compliance.
AI insights
Plain-language explanations of what moved and why.
Pricing
Simple plans that scale with you. Cancel anytime.
Starter
For small teams getting started.
- ✓1 location / workspace
- ✓Up to 3 seats
- ✓Core features
- ✓Email support
Growth
PopularFor growing businesses that need more.
- ✓Up to 5 locations / workspaces
- ✓Up to 25 seats
- ✓Advanced analytics & AI
- ✓Priority support
- ✓Integrations & API
Enterprise
For scale, security, and bespoke needs.
- ✓Unlimited locations & seats
- ✓SSO & role-based access
- ✓Dedicated success manager
- ✓Custom SLAs & onboarding
Prices shown are placeholders — final pricing to be confirmed.
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