Draft Insights is a new tool that allows advisors to quickly and securely access and analyze a client's holistic portfolio, regardless of where the assets are held. The tool is designed to surface opportunities for the advisor, such as high fees, unnecessary risk, poor performance, diversification gaps, and low-quality products. This insight can be used to win new clients or build trust with existing ones. Draft Insights can analyze data for advised accounts or leverage data from aggregation services like Yodlee and ByAllAccounts, making it useful for financial institutions at scale. Use cases include DoL fiduciary compliance and liability analysis, targeted and automated marketing campaigns, and integration with customized portfolio checkup tools. Additionally, Draft offers a crowdsourced investment analysis tool that connects directly to a user's various bank and investment accounts to show them how their portfolio compares to top performers in their category.