Command Deck is a portfolio data consolidation, analysis and operational oversight system used by advice firms seeking a unified and reliable view of client holdings across multiple investment platforms and back office systems, alongside clear management information. It is designed for advisers, administrators, paraplanners and operations teams who need to reduce reliance on spreadsheets and maintain consistent portfolio data for reporting, monitoring and client servicing. It also supports business leaders and consolidators by providing insight into firm activity, including adviser level profitability, fee visibility and operational performance.