Start with what you need. Expand when you're ready.

If you're managing $1B or more, you're probably running Addepar, Black Diamond, Orion, or Tamarac. These are serious platforms. They handle portfolio accounting, performance reporting, and custodian integration well.

But they all have the same blind spots.

Alternatives are an afterthought. Capital call tracking happens in Excel. Fund performance metrics are calculated manually from GP statements. Unfunded commitments live in a spreadsheet that someone updates when they remember. As your clients' alternatives allocations grow — and they are growing — this gap becomes more painful and more risky.

AI doesn't exist. Your advisors still search through reports manually. There's no way to ask "What's this household's total alternatives exposure?" and get an instant answer. As AI becomes table stakes in every other industry, your clients will expect it from their wealth manager.

Rebalancing is basic. Tax-aware lot selection, wash sale detection across household accounts, and segregation of duties in the approval workflow are either missing or require additional tools.

Advisd addresses these gaps directly — and works alongside your existing platform while it does.

This is the wedge. The capability your current platform handles worst and your clients need most.

Track every fund commitment, capital call, distribution, and NAV update in a purpose-built system. See fund-level IRR, TVPI, and DPI calculated automatically. Get 12-month cash flow forecasts that project capital call obligations. Surface urgency indicators for calls due within 45 days.

Most importantly: see your clients' alternatives alongside their traditional holdings in a unified portfolio view. One allocation analysis. One drift calculation. One performance report that covers the entire portfolio.

Your current platform can continue handling traditional portfolio management. Advisd handles the alternatives that it can't.

Give every advisor on your team the ability to ask natural language questions about any household's portfolio and get instant, data-grounded answers.

"What's the total private equity exposure across the Henderson accounts?" "Show me all unrealized losses over $50K with holding periods over a year." "What's our effective fee rate for this household after the breakpoint adjustment?"

The AI draws on actual portfolio data — not a generic knowledge base. It understands RIA concepts natively. It's constrained to analytical answers (never investment recommendations). Every query is logged for compliance.

For your clients: a simplified AI query bar in the portal that answers factual questions about their own portfolio, with appropriate guardrails and disclaimers.

Model portfolio management with asset class, sector, security, and hybrid models. Drift analysis with configurable absolute and relative thresholds. Automated trade generation that respects minimum trade sizes, cash reserves, and tax-lot optimization.

Tax-aware lot selection — MinTax, HIFO, FIFO, and specific lot identification — considers unrealized gains across the entire household, not just the account being traded. Wash sale detection scans across all household accounts. The approval workflow enforces segregation of duties between the submitter and the approver.

Export approved trades directly in Schwab, Fidelity, or generic CSV format.

Advisd doesn't require you to abandon your current portfolio management system. Import the data you need — household structures, position snapshots, alternatives data — and let Advisd handle the workflows your current platform can't.

For alternatives: import fund commitments and log capital calls, distributions, and NAV updates directly in Advisd. The unified portfolio view combines this data with traditional position snapshots imported from your PM tool.

For AI intelligence: Advisd's AI query bar works against the data in Advisd's database. As you bring more data into the platform, the AI's context — and its usefulness — expands.

For trading: Advisd's rebalancing engine works independently. Import target models and current positions, and Advisd handles drift analysis, trade generation, and approval workflow.

Most Tier 2 firms start with one module. Alternatives is the most common entry point because the gap is the most painful. AI intelligence follows because the value is immediate and visible. Trading and rebalancing round out the picture.

Over time, as more of your workflow runs through Advisd and trust builds, migrating additional capabilities — CRM, fee billing, performance reporting, compliance — becomes a natural progression, not a forced transition.

There's no pressure and no deadline. Advisd is designed to deliver value at every stage of adoption — from a single module to a full platform replacement.