Alignfolio Advisor
Know which client portfolios drifted off target.
Maintain a clearer picture of household allocation drift across real-world client portfolios - and make future investment decisions using disciplined allocation-based logic.
Built for independent advisors and small wealth practices that want simple portfolio oversight without enterprise software complexity.
Why this exists
14-day free trial. Credit card required. Cancel anytime before your trial ends and you won't be charged.
No custodial integration
Designed to work without connecting directly to client brokerage accounts.
No client credentials
No bank sync, no client passwords, and no trading permissions.
Simple upload workflow
Start with periodic holdings snapshots instead of another complex system to maintain.
The story behind Alignfolio Advisor
Built by a licensed financial advisor for use in their own practice.
Alignfolio Advisor was originally built to solve a simple problem: quickly identify which client households actually needed attention.
Reviewing every household one by one before deciding who to call, who needed a rebalance discussion, or where new contributions should go meant opening account after account just to figure out where attention was needed. The information was always there, but it was scattered across accounts and spreadsheets, making it difficult to quickly see which households deserved attention first.
The result is a single household dashboard that highlights which portfolios deserve attention, making client reviews, contribution discussions, and rebalancing conversations more focused and purposeful.
After proving valuable in daily client work, the platform was made available to other independent financial advisors facing the same challenge.
What it helps with
A clearer allocation picture across households.
- • See household allocation drift in percent and dollars
- • Identify which portfolios moved furthest from target
- • Map messy holdings into clear allocation categories
- • Spot where future contributions may fit best
- • Create a more defendable framework for client conversations
What it is not
Not another bloated advisor platform.
- • No trading engine
- • No automated recommendations
- • No client credential collection
- • No complex CRM replacement
- • No performance promises or market predictions
Example
Turn drift into a defendable conversation.
Instead of guessing where the next contribution should go, compare the current household allocation to the target and use the largest underweight area as the starting point for discussion.
Smith Household
Target: Balanced Growth
New cash may logically be directed toward the most underweight allocation bucket, subject to the advisor's normal review process and client-specific considerations.
Pricing
Alignfolio Advisor - US$299/year
Unlimited households, accounts, holdings, notes, CSV imports, and nightly live prices. One plan, annual billing, no usage caps.
Start Your 14-Day Free Trial14-day free trial. Credit card required. Cancel anytime before your trial ends and you won't be charged.
Created by Alex Odas, PhD (Physics) - Licensed Financial Advisor (BC, Canada)