Koyfin, the investment research and portfolio analytics platform for financial advisors and investors, today announced the launch of Daily Sync, a new feature for Client Portfolios that automatically updates connected client accounts. This enables advisors to analyze portfolios and create client-ready reports using the latest portfolio data.
Once advisors connect a custodian or portfolio management system, Koyfin automatically imports new accounts and refreshes holdings and balances daily. Advisors can also sync an individual account on demand. At launch, Daily Sync supports eight custodian and portfolio management system integrations.
“We want advisors to be confident they’re working with the latest portfolio information,” said Rob Koyfman, Chief Executive Officer of Koyfin. “Daily Sync makes sure connected portfolios stay up to date automatically.”
Koyfin combines market data, investment research, portfolio analytics, and client presentations in a single platform. By bringing client portfolios into that environment, advisors can research the underlying investments, analyze portfolio allocation, exposure, risk, and holdings, compare portfolios with firm models, and create client-ready reports. Daily Sync keeps connected portfolio data current throughout that workflow.
Daily Sync is available now on Koyfin’s Advisors plan.
About Koyfin
Koyfin is an investment research and portfolio analytics platform designed as a modern alternative to legacy terminals. It helps financial professionals research investments, analyze portfolios, and create client-ready reports from a single platform. Koyfin serves individual investors, RIAs, wealth management firms, and institutional investment teams.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260728105828/en/
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