The Advisor Operating System

Research.
Construct.
Model.

ALCA Wealth brings investment research, portfolio construction, analytics, and scenario modeling into one unified platform.

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Classified funds
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Metrics per fund
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Research workspaces
The Platform

One platform for the complete advisory process.

Research identifies the investments. Portfolio combines and evaluates them. Model explores what could happen next.

01 · Research

Research

Find and evaluate the investments that belong in a portfolio.

Screen and discover funds across the classified universe
Compare funds side by side on every metric
Performance, risk, expenses & holdings in one view
Investment characteristics and quality at a glance

Animated product preview with illustrative sample values — live metrics inside the platform come from market data.

Expense < 0.20%Expense < 0.20%Risk: ModerateRisk: ModerateUS EquityUS EquitySCHDUS Value0.06%CompareQQQMLarge Growth0.15%VTIUS Blend0.03%CompareARKKThematic0.75%DGRODividend Growth0.08%CompareXYLDCovered Call0.60%ILLUSTRATIVE · SHORTLIST OF 3 FROM SCREEN
398 classified funds16+ metricsScreeningComparison
02 · Portfolio

Portfolio

Combine investments, identify weaknesses, and construct a complete recommendation.

Allocation and fund weights, built visually
Current versus proposed, side by side
Diversification, overlap & expense checks
Retirement projections for the plan behind the portfolio

Animated product preview with illustrative sample values — live metrics inside the platform come from market data.

ALLOCATIONVTI52%40%VXUS31%31%BND17%29%US concentrationCurrentProposedILLUSTRATIVE · DIAGNOSED & REBALANCED
AllocationCurrent vs proposedDiversificationProjections
03 · Model

Model

Test funds and portfolios across benchmarks, assumptions, and market scenarios.

Fund vs. benchmark comparison
Illustrative portfolio projections
Side-by-side scenario paths
Stress tests & downside ranges

Test possibilities before making a recommendation — modeled outcomes depend on assumptions and are not guarantees.

Assumption: return −1%OptimisticBase scenarioStress scenarioBenchmarkILLUSTRATIVE · ASSUMPTION-BASED RANGE, NOT A FORECAST
IllustrativeAssumption-basedBenchmark overlayStress scenarios

Ready to work?

Open your Advisor Overview — live markets, your three workspaces, and what needs attention today.

Internal research aid · verify before client use

Advisor Overview

Live markets, your workspaces, and what needs attention.

Workspaces
Step 1 · Research

Research

Find, analyze, and compare individual investments.

Step 2 · Portfolio

Portfolio

Build, revise, and analyze complete client portfolios.

Step 3 · Model

Model

Test funds and portfolios across benchmarks, assumptions, and market scenarios.

Recent Work
No recent activity yet
Funds you analyze, comparisons you run, and portfolios you build will appear here so you can pick up where you left off.
Portfolio Opportunities
Watching your book

As client portfolios are added, the feed will flag items that may need attention:

High expensesConcentration riskFund overlapStyle driftReplacement candidatesPortfolio imbalances
No findings yet — nothing needs attention, or no portfolios have been analyzed.

Prices delayed · market data via Financial Modeling Prep · Research aid - verify before client use