One platform for your entire RIA.
Portfolio management, fee billing, trading, compliance, AI intelligence, and client portal — unified in a single workspace built for how advisors actually work.
The Problem with RIA Technology Today
The Problem with RIA Technology Today
Most RIA firms run on three to six disconnected systems. A CRM here. A portfolio accounting tool there. A billing spreadsheet. A compliance binder. A client portal bolted onto something else. Maybe a few more Excel files holding it all together.
Every manual handoff between systems is a place where data falls through the cracks — and where compliance risk creeps in. Your household data in the CRM doesn't automatically update in portfolio management. Fee billing requires manual exports. Compliance reviews mean pulling reports from four different tools and cross-referencing them by hand.
The enterprise platforms that solve this problem — Addepar, Black Diamond, Tamarac — carry price tags and implementation timelines built for firms ten times your size. Everyone else is left cobbling things together and hoping nothing breaks before the next SEC exam.
A Different Approach
A Different Approach
Advisd is a single platform that handles your entire workflow: CRM and household management, portfolio accounting, performance reporting, alternatives tracking, fee billing, trading and rebalancing, compliance infrastructure, AI intelligence, and a client portal — all sharing one data layer, one permission system, and one audit trail.
No integrations to configure. No data to reconcile between systems. No switching between apps to prepare for a client meeting. Your household detail view puts everything in one place — 12 tabs covering positions to billing to trading to AI queries. One screen, one context.
And because Advisd was built as a single codebase from day one — not assembled through acquisitions — every module works together natively. When you calculate fees, the performance data is already there. When you run compliance checks, the audit trail is already complete. When you ask the AI about a client's portfolio, it already has context on their positions, performance, alternatives, tax situation, and billing.
What Advisd Covers
What Advisd Covers
Household CRM
Manage contacts, relationships, suitability profiles, activities, and your opportunity pipeline. Built around households, not just contacts.
Portfolio Management
Track positions, cost basis, unrealized gains, and transaction history across custodian accounts. Support for 17 security types including alternatives.
Performance Reporting
Time-weighted and money-weighted returns, benchmark comparison with excess return and tracking error, gross and net-of-fee calculations.
Alternatives & Private Markets
Capital call tracking, fund commitments, NAV history, IRR/TVPI/DPI metrics, and 12-month cash flow forecasting. Alternatives tracked alongside traditional positions in a unified view.
Fee Billing
Tiered AUM, flat fee, hourly, and blended fee schedules. Automated calculation, approval workflows with segregation of duties, invoice generation, and payment tracking.
Trading & Rebalancing
Model portfolios, drift analysis, tax-aware trade generation, wash sale detection, approval workflows, and custodian export in Schwab, Fidelity, and generic formats.
AI Intelligence
Ask natural language questions about any household's portfolio and get instant, data-grounded answers. Built in, not bolted on.
Client Portal
Give clients secure, read-only access to their portfolios, performance, alternatives, billing, and documents — with their own AI query bar.
Compliance Infrastructure
Immutable audit trails, PII encryption, data retention enforcement, configuration change logging, and 1,532 automated compliance checks.
Tax Analysis
Tax-loss harvesting candidates, short-term vs. long-term classification, tax impact estimation on proposed trades, and wash sale risk detection.
AI That Knows Your Clients' Portfolios
AI That Knows Your Clients' Portfolios
Every household view in Advisd includes an AI query bar. Advisors type questions in plain English and get answers grounded in real portfolio data — not generic financial advice.
"What's the Smith household's total alternatives exposure?" "Show me all positions with unrealized losses over $10,000." "What fees did we bill this household last quarter?" "How is the Davis account performing relative to the S&P 500 year-to-date?"
The AI has context on each household's positions, performance history, allocation breakdown, alternatives commitments, tax lots, billing history, and account structure. It provides computed answers with cross-references — not summaries scraped from a search engine.
For compliance, every query is logged, responses include mandatory disclaimers, and the system never provides investment recommendations. Your clients get a simplified version in the portal — factual answers only, no advisory content.
Trust Signals
Trust Signals
1,532
automated compliance checks
373
row-level security policies
7,000+
automated tests
127
granular permission keys
AES-256-GCM
PII encryption
SEC
Rule 204-2, 206(4)-7, Regulation S-P compliance
SOC 2
readiness
[Placeholder: Testimonials, AUM on platform, compliance certifications as they become available]
Built for Firms at Every Stage
Built for Firms at Every Stage
For Firms Managing $50M–$500M AUM
Replace your fragmented tech stack with one platform. Stop paying for separate CRM, portfolio management, billing, compliance, and reporting tools. Advisd gives you everything in a single workspace at a fraction of what you're spending today.
For Firms Managing $1B–$30B AUM
Start with what your current platform can't do. Adopt Advisd for Capital Calls and Alternatives reporting, add AI portfolio intelligence, bring on Trading and Rebalancing — then expand from there. No rip-and-replace required.