# Tools for Financial Advisors & RIAs > Portfolio dashboards from custodian data, client meeting-prep packs and planning tools with linked accounts, built for US financial advisors and RIAs. - **URL**: https://www.nocodetalks.co/for/financial-advisors - **Site**: Nocodetalks, a one-person product studio that builds finance tools for US accounting firms, CFOs and fintech founders - **Contact**: ankur@nocodetalks.co - **Free 30-minute audit**: https://cal.com/nocodetalks/quick-catchup-30-min --- # Client reviews without the day of prep. Tools for US financial advisors and RIAs. Portfolio dashboards from custodian data, meeting-prep packs and planning tools with linked accounts, built around how your practice already runs. [Book a free audit ](https://cal.com/nocodetalks/quick-catchup-30-min) [See what I build](https://www.nocodetalks.co/for/financial-advisors#build) Sound familiar? - Client data lives in three custodian portals. - Each review meeting takes most of a day to prepare. - Planning tools ignore the accounts clients actually hold. - Reports look different for every advisor in the firm. ## What I build for financial advisors. Built for your practice's process. Your compliance team approves anything that goes to clients. Scope, price and timeline are fixed in writing after the free audit. 01 ### Portfolio dashboard Performance, holdings and transactions across custodians in one view. - Custodian exports or data feeds - Household-level view - Advisor and client views 02 ### Meeting-prep pack A pack per client before every review, ready to edit. - Changes since the last meeting - Talking points to edit - Your branding 03 ### Planning tool Life-stage plans built from linked accounts. - Plaid account linking - Scenarios clients can try - Export to your CRM ## Every figure in a client pack **traces back to the custodian record** it came from. ### Traceable Each number links to the custodian file and date it came from. ### Your process Packs follow your review agenda, not a template from a vendor. ### Compliance first Your team reviews and approves what clients see. I don't give advice. ## Proof. A related build from the studio. Client · Australia · portfolio tracking ### Jarr put Praemium and Class super accounts into one view. Performance, asset-class breakdown, live holdings and transaction history in a single tracker. Platforms 2 → 1 Holdings Live values Built in 2 months [Read the Jarr case study](https://www.nocodetalks.co/work/jarr) [ ![Jarr portfolio performance](/_astro/jarr-performance.CBuMXy2x_2pmYFf.webp) (view full size)](https://www.nocodetalks.co/%5Fastro/jarr-performance.CBuMXy2x%5F2pmYFf.webp) ## How we'd work. Start with one step, not a platform. 1. Week 0 · Free ### Audit 30 minutes on your custodians, review cadence and reports. You get the first tool worth building. 2. Weeks 1–4 ### Pilot with one advisor The tool runs on real client data for one advisor's book before anyone else sees it. 3. Month 2 ### Roll out Once compliance signs off, it goes to the rest of the team. ## Common questions. Still unsure? Email ankur@nocodetalks.co. Which custodians do you work with? Any that can export positions and transactions. Direct data feeds depend on each custodian's program and your firm's access. Do you give investment advice? No. The tools organize and present your data. Advice stays with you and your compliance process. How is client data handled? Least-access credentials, data kept in your accounts, and nothing in AI tools that train on it. Do I own the tool? Yes. Code, credentials and docs are yours at handover. You're in India. How does that work with a US practice? My day overlaps US Eastern mornings and calls are booked in your time zone. Every week you get a status call and a written update, with a shared Slack channel to keep you posted in between. ## Read next. Also for [CPA firms](https://www.nocodetalks.co/for/cpa-firms) · [fractional CFOs](https://www.nocodetalks.co/for/fractional-cfos) · [fintech founders](https://www.nocodetalks.co/for/fintech-founders) [Security Guide · 10 min read Is Claude safe for client data? Settings and plans for CPA firms](https://www.nocodetalks.co/blog/is-claude-safe-for-client-data) [AI in finance Guide · 9 min read AI in finance: a CFO's playbook for Claude, Copilot and ChatGPT](https://www.nocodetalks.co/blog/ai-in-finance-cfo-playbook) [Buying custom tools Guide · 9 min read QuickBooks API integration with Claude Code: what it costs in 2026](https://www.nocodetalks.co/blog/quickbooks-api-integration-with-claude-code) ## Win back the day before every review. The free audit finds the first tool worth building for your practice. Then a fixed scope and price, if you go ahead. [Book the free audit ](https://cal.com/nocodetalks/quick-catchup-30-min)