No more Excel
for managing portfolios

Automatic portfolio rebalancing and tax-loss harvesting.
For all your clients. At any brokerage. With your rules.

 No more Excel for managing portfolios

Automate your portfolio management

Overlay helps you automate portfolio management tasks, freeing up time to strengthen the relationships with existing clients and further grow your business.

Put your investment strategies on autopilot

Overlay brings you all the benefits of a roboadvisor, with none of the restrictions or opinions.

  • Tax-loss harvesting

    Don't let your clients literally leave money on the table. Overlay identifies assets that are at a loss, suggests similar assets, and prevents wash sales. With zero effort.

  • Intelligent rebalancing

    Make sure that your clients’ portfolios are always within the desired allocation. Overlay monitors all portfolios 24/7 and suggests the most tax-efficient trades for rebalancing, only when needed.

Automate your portfolio management
Overlay suggests recommended trades for you to execute on your brokerage, all based on your investment strategy.
When you execute the suggested trades, Overlay generates an email you can send to your clients to keep them up-to-date.
Automate your portfolio management
Overlay automatically generates an email with the specifics of the executed trades.
You can edit any part of the email, include your logo or signature, etc.

Delight your clients with automated emails

Overlay helps you have more touch points with your clients, leading to increased client satisfaction and retention.

  • Keep your clients up-to-date

    Each time you execute recommended trades, we generate a well-crafted email you can send to your client. This helps you communicate the value you bring and keeps your client up-to-date.

  • Norture existing clients and propects

    Increase touch points with existing clients and prospects with our email templates for every occasion. Remind your clients to roll over their 401(k), deposit more assets during bear markets, and others.

Pricing

Great tools at an even greater price

Many of our customers are entrepreneurs, just starting out their practice. That's why we price our product like a partner, not a vendor.

Starter
Free

For advisors that are just starting their practice and are focusing on growing their business.

  • Up to 100 client accounts

  • Support for only ETF portfolios

  • Limited customization

  • Basic support

Growth
$549/mo

For advisors with a growing practice or with clients with specific needs.

  • Unlimited client accounts

  • Support for ETF, stock, and mutual fund portfolios

  • Full strategy customization

  • Premium support

Ready to supercharge your practice?

Let us show you the power of Overlay and how it can help you grow your business.

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