Strategy Transparency on Wizzer: Live Performance Visibility for Clients and Advisors
What if your clients could see exactly how a subscribed strategy is performing in their own account — live, and side by side with the advisor’s account?
That is the new level of transparency Wizzer brings to managed strategies.
With Wizzer, clients no longer need to rely only on return numbers or static performance summaries. They can now view live strategy performance directly inside their own account and compare it with the advisor’s benchmark in real time.
Live Side-by-Side Strategy Performance
When a client opens the profile of any subscribed strategy on Wizzer, they can see a live performance view that compares two equity curves in one place.
The chart gives clients a clear view of how the strategy is performing across two accounts:
Green Line: Client Account Performance
The green line shows how the subscribed strategy is performing inside the client’s own account.
Blue Line: Advisor Account Performance
The blue line shows how the same strategy is performing in the advisor’s account.
This side-by-side view helps clients understand how closely their account is aligned with the advisor’s strategy performance.
More Than Just Return Numbers
Instead of only looking at return figures, clients can now track how the strategy is actually performing as it plays out in real time.
This gives them better visibility into:
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How closely their account is following the advisor’s benchmark
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How consistent the execution has been
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How the strategy is behaving inside their own portfolio
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How performance changes over time
This makes the strategy monitoring experience more interactive, transparent, and confidence-driven.
Clear Visibility During Negative Performance
Wizzer also makes performance deviations easy to identify.
When performance turns negative, a red line makes that deviation instantly visible on the same graph. This allows clients and advisors to understand performance movement clearly, without needing to interpret multiple reports or scattered data points.
The result is a cleaner and more transparent way to monitor subscribed strategies.
Why This Matters for Advisors and Clients
For advisors, this feature brings stronger accountability and a more professional client experience.
For clients, it creates much deeper visibility into the strategies they have subscribed to.
For both sides, it helps build trust through clarity.
Strategy transparency is not just about showing numbers. It is about giving clients a live, clear, and easy-to-understand view of how their subscribed strategy is performing in their own account.
Ready to Experience Strategy Transparency on Wizzer?
If you are an advisor looking to offer a more transparent client experience, or an investor who wants deeper visibility into subscribed strategies, Wizzer gives you a live and clear way to monitor performance.
Strategy transparency should be easy to understand, live to track, and simple to trust.