The portfolio X-ray your prospects can’t look away from.
DawnLens is a tool that registered investment advisers put on their website and run
in first meetings. In two minutes it shows a prospect what their current portfolio is really costing —
in fees, overlap, and risk — branded to the advisor’s firm.
DawnLens is the name of the software, not an advisory firm. DawnLens is not an investment adviser,
does not manage money, and does not give investment advice. It’s a white-label tool that advisers deploy
under their own brand and their own registration.
Free to set up, no card required — you'll be in the portal in about a minute.
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Questions? luke@dawncrestconsulting.com.
Fee & overlap X-rayTotal cost, fund overlap, concentration, and a low-cost comparison — from real holdings data.
Branded to the firmThe prospect sees the advisor’s brand. DawnLens stays invisible.
Compliance-awareEducation-first framing, clear disclosures, and no stored client statements.