Advisor Pro - early access
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.
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 advisor problem
Real portfolios become messy over time.
Many client households are not clean model portfolios. They can include mutual funds, ETFs, individual stocks, cash, multiple accounts, legacy positions, and years of accumulated changes. Over time, it becomes harder to quickly see whether the household is still aligned with its intended allocation.
Alignfolio Advisor Pro is being designed to help advisors restore the high-level allocation picture: what the portfolio was intended to be, where it stands now, and which areas may deserve review.
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.
Early access
Help shape Advisor Pro.
Alignfolio Advisor Pro is in early development for independent advisors and small wealth practices that want a simpler way to monitor client allocation drift, review household positioning, and make contribution decisions more systematic.
Join Advisor Early Access