Built for independent financial advisors

Your clients' portfolios,
finally under control

Manage clients, monitor portfolios, catch drift before it costs returns — and deliver white-labeled portfolio reports that look like yours. One platform, built on Insightfolio's analytics engine.

See Features
Work in Progress
Overview
Dashboard
Management
Clients 28
Reports 64
Workflow
Tasks 3
Settings
Dashboard
Overview of your advisory practice
Search clients, reports…
+ New Report
Total AUM
$4.2M
↑ $380k this quarter
Active Clients
28
↑ 3 this month
Reports Generated
64
↑ 8 this month
Avg. Portfolio Return
+22.4%
↑ vs. benchmark +14.1%
Portfolio Performance — All Clients
1Y2Y3Y
Client portfolios
Benchmark
Recent Clients
MR
Michael Reed
Growth
$620k
SC
Sarah Collins
Conservative
$340k
JP
James Porter
Moderate
$180k
EC
Emily Chen
Aggressive
$950k
DW
David Walsh
Growth
$1.1M
Activity Feed
Drift alert: Michael Reed — QQQ +6.2pp
Report generated for Emily Chen
David Walsh onboarded
Report shared with Sarah Collins
Quarterly review due for James Porter
Upcoming Tasks
Rebalance Emily Chen — trim QQQ
Review drift alerts for Michael ReedUrgent
Schedule annual review with James PorterApr 15
Onboard new client — Lisa MartinezApr 20
Automated by Insightfolio
✓
Sent Q4 report to Sarah Collins via email
2h ago
✓
Synced 3 trades for Michael Reed from IBKR account
6h ago
✓
Generated drift alert — QQQ breached ±5pp
6h ago
✓
Updated talking points for Emily Chen
1d ago
76k+
Available assets to analyze
<2min
From holdings to full analysis
12+
Analytical sections per report
100%
White-label ready
Everything advisors need

One platform for portfolios and clients

Stop juggling spreadsheets, broker portals, and PDF generators. Insightfolio Advisor is portfolio management software built for independent financial advisors — client CRM, portfolio analytics, and automated reporting in one platform.

Client CRM for Advisors

Manage contacts, risk profiles, investment horizons, and communication history. Every client interaction in one place.

Automated Portfolio Monitoring

Sync holdings from broker accounts automatically. See real-time values, P&L, allocation breakdowns, and regional exposure.

Allocation Drift Alerts

Set target allocations and a drift threshold per client. Get notified the moment a position breaches your limits.

AI-Powered Portfolio Reports

Generate comprehensive portfolio reports with plain-language AI insights your clients actually understand.

Full White-Label

Your logo, your colors, your domain. Reports and client portal are fully branded — Insightfolio stays invisible.

Broker Account Connections

Connect Interactive Brokers, upload CSV statements, or use the API. Portfolio data flows in automatically.

Client management

Onboard clients and connect their brokerage accounts

Add a client, connect their broker account or upload a CSV, and their portfolio syncs automatically every morning. You get a live view of positions, values, and performance — no manual data entry.

  • Auto-sync from Interactive Brokers and more
  • Manual CSV/statement upload as fallback
  • Multi-account support per client
  • Risk profile, investment horizon, and contact info
MR
Michael Reed Growth
$620,000 AUM · Synced
VOO
32.3%
QQQ
24.2%
VXUS
16.1%
+4 more
Connected accounts

Broker accounts that sync automatically

Connect your clients' brokerage accounts once and their holdings update automatically every morning. No manual imports, no copy-pasting from statements — just live portfolio data flowing into your CRM.

  • Interactive Brokers, Vanguard, and more
  • Automatic daily sync across all accounts
  • CSV and statement upload as fallback
  • API access for custom integrations
Connected accounts
Drift monitor

Catch allocation drift before it costs your clients

Define a target allocation and a drift threshold for each client. When the market moves positions out of balance, you get an immediate alert — on your dashboard and via email.

  • Per-position target vs. actual tracking
  • Configurable drift thresholds (±3pp to ±10pp)
  • Daily, weekly, or monthly drift checks
  • Alert history and rebalancing log
QQQ
+6.2pp
VOO
−2.7pp
VXUS
−1.9pp
VWO
−1.9pp
QQQ breached ±5pp threshold for Michael Reed — consider rebalancing
Reports

Generate a full client portfolio report in under 2 minutes

Create comprehensive portfolio analyses — from the client's current holdings or from a proposed allocation. Each report includes risk profiling, sector/region exposure, performance projections, factor analysis, costs, and AI-generated plain-language explanations.

  • 12+ analytical sections per report
  • Monte Carlo projections and efficient frontier
  • AI insights that translate jargon into plain language
  • Share via link or export as branded PDF
Growth-focused equity portfolio Shared
CAGR 15.9%Sharpe 0.74Cost 0.08%
Balanced growth with income tilt Shared
CAGR 12.1%Sharpe 0.81Yield 2.4%
Conservative baseline assessment Draft
CAGR 7.8%Sharpe 0.92Cost 0.15%
AI talking points

AI-powered opportunity tracking for every client

Insightfolio continuously analyzes each client's portfolio and surfaces actionable talking points — drift that warrants a call, concentration risks worth flagging, or cost savings that make a good reason to reach out. Your eyes only, always up to date.

  • Continuously generated from live portfolio data
  • Surfaces reasons to reach out and schedule meetings
  • Highlights rebalancing, risk, and upsell opportunities
Prep notes — Michael Reed
Concentration risk
56% in US tech (QQQ + VOO). Bring up international diversification — good entry point for VXUS or emerging markets allocation.
Rebalancing opportunity
QQQ drifted +6.2pp above target. Suggest trimming into fixed income or international — opens conversation about risk tolerance review.
Positive talking point
Weighted TER at 0.08% — well below average. Reinforce that the cost structure is working in their favor.
White-label

Your brand, your reports

Every report, every email, every client-facing page carries your brand. Insightfolio stays behind the curtain — your clients see only you.

Book a Demo
Growth Portfolio — Michael Reed
US Equity
56%
Int'l Equity
24%
Fixed Income
14%
Apex Advisors · reports.apexadvisors.com
Pricing

Plans that scale with your practice

Start small, grow into it. No per-client fees — just straightforward monthly pricing.

Coming soon...

Ready to run your practice on a single platform?

See how Insightfolio Advisor works with your workflow. Book a 30-minute walkthrough — no commitment.

Book a Demo Try a Report First

Frequently asked questions

Insightfolio Advisor is a portfolio management and reporting platform built for independent financial advisors. It combines a client CRM, live portfolio monitoring with broker sync, allocation drift alerts, and AI-powered portfolio analysis reports — all in one place. Reports can be fully white-labeled with your own branding so your clients see your firm, not ours. It's built on the same analytics engine behind insightfol.io, which has already generated over 8,800 portfolio reports.

Each report is a full analysis of a client's portfolio — generated in under two minutes from their holdings. It covers risk profiling, diversification scoring, investor type suitability, past performance with benchmarks, Monte Carlo future projections, asset class and sector breakdown, regional exposure, market cap distribution, true underlying holdings (looking inside ETFs and funds), factor exposure analysis, dividend overview, cost evaluation, and an efficient frontier chart. Every section includes an AI-generated plain-language explanation so your clients can understand the findings without financial jargon. See an example report →

Insightfolio Advisor is built on the same analytics engine that powers insightfol.io, where individual investors can analyze their own portfolios. The Advisor version wraps that engine in a client management platform — so you get the same depth of analysis, but with CRM, portfolio monitoring, drift alerts, talking points, team accounts, and full white-labeling so reports carry your brand, not ours.

Connect your client's brokerage account (e.g. Interactive Brokers) or upload a CSV statement. Holdings, values, and performance data sync automatically — daily for connected accounts, on-demand for uploads. You see a live view of every client's portfolio without manual data entry.

Drift monitoring tracks how far each position in a client's portfolio has moved from its target allocation. You set a threshold (e.g. ±5 percentage points) and Insightfolio alerts you when any position breaches it — so you can recommend rebalancing before it impacts the client's risk profile.

Before a client meeting, Insightfolio generates a set of plain-language talking points from the client's portfolio data — covering concentration risks, drift events, cost efficiency, performance highlights, and upcoming review milestones. You can copy them into your meeting notes, email them to yourself, or include them in a report.

Yes. Upload your logo, set your brand colors (primary, secondary, tertiary), choose a report theme, and optionally run the client portal on your own domain. Client-facing reports, emails, and the portal carry your branding — Insightfolio is not visible to your clients.

Insightfolio covers over 76,000 assets including stocks, ETFs, and mutual funds listed in the US, UK, Germany, France, Canada, and Mexico. Cryptocurrencies and derivatives are not currently supported.

Yes. The Starter plan is designed for solo advisors. It includes the CRM, portfolio monitoring, drift alerts, and up to 10 reports per month. You can upgrade as your practice grows.

Yes. Reports can be generated from a client's live portfolio or from a hypothetical allocation. This is useful for presenting rebalancing scenarios, onboarding proposals, or comparing a client's current portfolio against a recommended model.

All data is encrypted in transit and at rest. Insightfolio is GDPR compliant. Client data is never shared with third parties or used for purposes other than generating your reports and analytics.

Yes, on the Enterprise plan. The API allows you to programmatically generate reports, sync client data, and integrate Insightfolio into your existing tech stack.

Every early access member gets a 1-on-1 onboarding call to connect their first client accounts and configure their branding. Ongoing support is available via email, with priority support on the Professional plan and a dedicated account manager on Enterprise.

The information provided on this platform is for informational purposes only and should not be considered as financial or investment advice. Insightfolio does not provide investment advice, personalized recommendations, or guidance regarding the purchase, holding, or sale of financial assets. The tools and content are intended for educational purposes only and are not tailored to individual circumstances, financial needs, or objectives.

Insightfolio assumes no liability for the accuracy, completeness, or reliability of the information presented. Users are solely responsible for verifying the information and making independent decisions based on their own research and careful consideration. Use of the platform should not replace consultation with qualified financial professionals.

Investments involve risks. Users should be aware that the value of investments may fluctuate and that past performance is not an indicator of future results. Investment decisions should be based on personal financial goals, risk tolerance, and independent evaluation of relevant information.

Insightfolio does not endorse or guarantee the suitability of any particular financial product, security, or strategy. Any projections, forecasts, or hypothetical scenarios presented on the platform are for illustrative purposes only and are not guarantees of future outcomes.

By accessing the services, information, or content offered by Insightfolio, users acknowledge and agree to these terms of the disclaimer. If you do not agree to these terms, please do not use our platform.