Pure Benchmarks · Decision Benchmark
Can You Track Your Financial Advisor's Decisions?
Every tool currently built to track financial advisor decisions was designed for the advisor — not for you. Jump AI, Finmate, eMoney, Orion, and Addepar all help advisors manage their own practices more efficiently. Not one of them gives a retail investor independent visibility into whether their advisor's decisions are actually working compared to real investors in the same situation. Pure Benchmarks Decision Benchmark is the first tool built from the client side — showing the real performance impact of every major portfolio change against thousands of verified investor portfolios in the same risk category, so you can see whether each decision your advisor made helped, hurt, or made no difference compared to real peers who faced the same market conditions at the same time.
Why you cannot currently track your advisor's decisions independently
Your quarterly statement shows what happened. It does not show whether what happened was good, bad, or average compared to real investors in the same situation. Every reporting tool that exists was built to help your advisor look good to you — not to give you independent verification of whether their decisions actually worked.
What the Decision Benchmark shows
Every major portfolio change in your history. The performance before and after each change. How that performance compares to thousands of real verified investors in the same risk category who either made the same change or held steady through the same period. The exact dollar difference between what happened and what the peer comparison shows.
Why this has never existed before
Firms that manage money have every economic incentive to keep performance opaque. A verified independent tool that shows clients how their advisor's decisions compare to real peers creates accountability that no wealth management firm has voluntarily built. Pure Benchmarks built it independently with no firm having any access to or influence over any data point on the platform.
Your current platform won't show you how your portfolio ranks against real investors in the same risk category. Create your secure Pure Benchmarks account and see exactly where you stand.
See Your Free Benchmark ReportFrequently asked questions
Is there a tool to track my financial advisor's investment decisions?
Pure Benchmarks Decision Benchmark is the first independent tool built from the client side that shows the performance impact of every major portfolio change against real verified investors in the same risk category. Every other advisor tracking tool available was designed for the advisor to manage their own practice — not for the client to independently evaluate the results.
How do I know if my advisor's investment decisions are working?
Pure Benchmarks compares the before and after performance of every major portfolio change to thousands of real verified investors in the same risk category who faced the same market conditions. If your advisor's changes consistently produced above average outcomes compared to real peers your advisor is adding value. If they consistently produced below average outcomes compared to real peers the data tells you that independently.
Can I see a history of my advisor's portfolio decisions?
Pure Benchmarks shows the performance impact of every significant change in your connected portfolio history compared to real verified investors in the same risk category at the same time — the first independent client-side view of advisor decision quality that has ever existed.
Keep exploring
- Are Your Financial Advisor's Decisions Working?
- How to Tell If Your Advisor Is Making Good Investment Decisions
- The Financial Advisor Decision Tracker Built for the Client
- Did Your Financial Advisor Make the Right Decisions?
- Is Your Financial Advisor Doing a Good Job?
- How Do You Know If Your Portfolio Changes Worked?
See where a specific firm's portfolios stand:
New here? Read the portfolio benchmarking FAQ or the Pure Benchmarks blog.
This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.