Next-generation portfolio review experiences

Unlock deeper client engagement with intelligent portfolio design.

Unlock deeper client engagement with cutting-edge portfolio design tools. Showcase performance, visualize strategies, and inspire confidence — turning every portfolio review into an opportunity for greater investment.

Launch Rezura Designer Explore features

Live overlays

Layer performance, sectors, and regions in real time as you reshape a client's portfolio.

Meeting-ready

Designed for in-room and screen-share conversations — crisp at any zoom level.

Move from design to evidence.

Build portfolios with conviction: backtest decisions against history, explore AI-driven forecasting, and dive into quantum research previews for next-gen strategies.

Back testing against historical data

Validate strategies by replaying allocations across historical regimes, comparing outcomes, and stress-testing risk.

Predicting the future with AI

Explore AI-assisted forecasts, scenario planning, and forward-looking signals to test “what if” before execution.

Quantum Research

Research Preview

Explore experimental strategies, quantum-inspired optimization, and research prototypes designed to push portfolio construction forward.

How Rezura fits into your workflow.

01 • Prepare

Load a client's current holdings and surface the story behind risk, concentration, and diversification.
02 • Design

Experiment with new allocations while clients watch, visually highlighting the impact of each choice.
03 • Commit

Capture the agreed portfolio and share meeting-ready visuals that keep everyone aligned on the plan.

Built for

Rezura is designed for wealth advisors, portfolio managers, and client-facing teams who want every review meeting to feel like a strategy session — not a status update.

Advisory teams upgrading the client review experience.
Portfolio specialists who present complex strategies clearly.
Firms investing in digital-first, high-touch client journeys.

Try Rezura in your next client review

No installs. No long setup. Just open Rezura Designer in your browser.