Pure Benchmarks · Decision Benchmark
The Financial Advisor Decision Tracker Built for the Client
Pure Benchmarks Decision Benchmark is the first independent financial advisor decision tracker 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. Every other advisor tracking tool available in 2026 was designed for the financial advisor to manage their own practice. Jump AI, Finmate, Orion, Black Diamond, and Addepar all give advisors better visibility into their own work. Not one of them gives the retail investor independent visibility into whether the advisor's decisions actually worked compared to real peers. DALBAR's 40-year research confirms retail investors cannot accurately evaluate advisor decision quality without objective peer comparison data. Pure Benchmarks provides that data independently with no firm having any access to or influence over any data point on the platform.
What the existing advisor tools actually track
Jump AI, Finmate, Orion, Black Diamond, and Addepar are advisor software. They track meetings, notes, reporting, billing, and portfolio administration for the advisor. Every one of them makes the advisor better at running a practice, and none of them was built to tell the client whether the advisor's decisions worked.
What a client side decision tracker has to do
It has to read the client's real portfolio history, isolate each major change, price the performance around it, and compare the result to real investors in the same risk category who faced the same market. Without the peer comparison it is a change log, not a tracker.
How the Decision Benchmark tracks each decision
Every connected portfolio is recategorized daily from actual end-of-day holdings into one of nine standardized risk categories, from 100 percent equity to 90 percent fixed income. Each major change is measured before and after against the verified peer set in that category, and the output is the dollar difference between your outcome and the peer comparison.
Why the data stays independent
DALBAR's 40-year research confirms retail investors cannot accurately evaluate decision quality without objective comparison data. Pure Benchmarks is built entirely from verified portfolio data, with no firm that manages money able to see or influence 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 financial advisor decision tracker built for clients?
Pure Benchmarks Decision Benchmark is the client side tracker. It shows the performance impact of every major change in your connected portfolio history against thousands of real verified investors in the same risk category.
How is this different from advisor software like Orion or Addepar?
Those platforms are licensed by the advisor to run their own practice and report to you. Pure Benchmarks is used by you, reads your portfolio through a read-only secure connection, and compares your advisor's decisions to real verified peers independently.
Is the decision tracker free?
Create a free Pure Benchmarks account and link a portfolio through a read-only secure connection to see your decision history and the peer comparison at no cost.
Keep exploring
- Can You Track Your Financial Advisor's Decisions?
- Are Your Financial Advisor's Decisions Working?
- How to Tell If Your Advisor Is Making Good Investment Decisions
- 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.