PortfolioXpert

Regain control of your practice with the Xpert

Our PortfolioXpert platform gives advisors the ability to model virtually any investment strategy that they use within their practice.

Classic and vDAS portfolios

PortfolioXpert provides a unified interface to construct both Classic and vDAS strategies.

Classic

The Classic VPM approach dynamically manage the investment exposure for each security automatically.

vDAS

vDAS portfolios give advisors the framework to exert more control on their investment exposure.

In-depth Analysis

The Security Overview and Research sections provide the complete transparency of every security within our system. We show you every trade ever issued from the system and the statistics around those trades to help you find the very best securities for your portfolios.

Contact Us

VPM Partners LLC

Sedona, AZ.

  • +1-888-614-8880

About VPM

For 20 years, our VPM portfolio management process has given thousands of advisors the ability to build and maintain quality and scalable strategies. Through integration with partnerships and dozens of prebuilt strategies, VPM and its consultants can guide you through the entire process in building a true scalable and deliverable product suite.

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