Stop paying for six tools when you need one.
If you're running your RIA on a patchwork of CRM, portfolio accounting, billing spreadsheets, and compliance binders — Advisd replaces all of it. One platform, one price, one place to work.
What You're Probably Running Today
You know the feeling. You open your CRM to check a client's contact info. Then you switch to your portfolio tool to look at their holdings. Then you open a spreadsheet to check the fee calculation. Then you pull up the custodian's website for the latest statement. Then you open a different spreadsheet for compliance tracking.
By the time the client meeting starts, you've touched four systems and two spreadsheets, and you're not entirely sure the numbers all agree.
This is the reality for most RIA firms managing under $500M. The enterprise platforms that solve this problem — Addepar at $50K+ per year, Black Diamond with its complex implementation — are built for firms ten times your size. So you make do. You integrate where you can. You reconcile where you can't. And you hope the SEC examiner doesn't ask too many questions about your recordkeeping.
What Advisd Replaces
| What you're using | What Advisd does instead |
|---|---|
| Redtail, Wealthbox, or Salesforce for CRM | Household-centric CRM with contacts, suitability profiles, activity tracking, opportunity pipeline |
| Orion, Black Diamond, or spreadsheets for portfolio accounting | Full portfolio management with positions, cost basis, tax lots, 17 security types, automated valuation |
| Excel or manual calculations for fee billing | Automated fee engine with tiered AUM, flat, hourly, and blended schedules — calculate, review, approve, process |
| Separate rebalancing tool or manual trading | Drift analysis, model portfolios, tax-aware trade generation, approval workflow, custodian export |
| Spreadsheets for compliance tracking | Immutable audit trail, PII encryption, 1532 automated checks, configuration change logging |
| Basic custodian portal or no client portal | Branded client portal with read-only portfolios, performance, alternatives, billing, documents, and AI |
| Nothing for alternatives tracking | Capital calls, fund metrics, cash flow forecasting, unified portfolio view |
Time to Value
Advisd is a cloud platform. There's no on-premise installation. No six-month implementation project. No consultant engagement to configure the system.
Sign up, configure your firm's settings and business rules, import your client data via CSV, and start working. The onboarding wizard walks you through organization setup, team invitations, and initial configuration. Your existing custodian data — positions, transactions, accounts — imports directly.
This doesn't mean zero effort. You still need to set up fee schedules, configure model portfolios, and map your existing data to Advisd's structure. But the work is measured in days, not months — and every hour you spend setting up Advisd is an hour you'll never spend reconciling spreadsheets again.
What Your Clients See
The client portal isn't just a feature — it's a competitive advantage when you're pitching prospects.
Prospects comparing your firm to larger competitors will ask about client reporting. Show them a branded portal with real-time portfolio views, performance charts, alternatives tracking, fee transparency, and an AI query bar where they can ask questions about their own portfolio. That's a conversation-changer.
The portal is branded with your firm's logo, colors, and compliance disclaimers. It's accessible on desktop and mobile. And it's included in the platform — not an add-on with a separate price tag.
Pricing That Makes Sense
Advisd is priced for the firms that need it most. We're not going to publish specific numbers here — pricing depends on your firm's size, team, and needs — but the math is straightforward.
Add up what you're spending today on CRM, portfolio management, performance reporting, billing tools, compliance tracking, and client portal. Advisd replaces all of those. For most firms in the $50M–$500M range, the consolidated cost is significantly less than the sum of the parts — and you get capabilities (alternatives tracking, AI intelligence, integrated compliance) that your current tools don't provide at any price.