The portfolio you'd build for
your best client. For every client.
Inspolio connects to the custodians where the money sits, analyzes and optimizes every portfolio, automates the busywork, and turns it into client-ready decks and reports — driven by one AI analyst, Alex. Built for RIAs and advisory desks. Every trade still waits for your approval.
Live custodian data — Schwab · Fidelity · Orion · Black Diamond
Connects to the custodians and data advisors already trust
Purpose-built for wealth management
Built for the way advisors actually work
Not a chatbot bolted onto a dashboard — a single operating system where the data, the analysis, the action, and the client deliverable all connect.
The data where the money sits
Inspolio syncs live from the custodians and reporting systems advisors already use — Schwab, Fidelity, Orion, Black Diamond — so every analysis runs on real holdings, not a stale export.
Live custodian sync
One analyst, not ten tools
Instead of juggling apps, you talk to Alex. It routes to the right specialist — analysis, optimization, risk, tax, decks — and does the work, with memory of how you run the desk.
Meet Alex
Action, with a human gate
Workflows and automations move fast and surface what needs you. But every money-moving step pauses for your approval. The AI proposes; the advisor decides.
Approval on every trade
How it works
Inspolio does the work. You stay in command.
One simple loop runs your whole practice — from the accounts where the money sits to the deck in front of the client. Anything that moves money always stops and waits for your yes.
Your accounts sync in
Connect Schwab, Fidelity, Orion and Black Diamond once. Everything runs on live holdings — you never re-key a spreadsheet.
Inspolio does the work
It analyzes the portfolio, optimizes the mix, and checks risk and 50-state tax — automatically.
It proposes the move
You get the exact trades to make, with the cost of the change and the full tax math laid out.
You say yes
Nothing touches money until you approve it. The gate is built into the product — it can't be switched off.
It becomes a client deck
The result turns into a polished, client-ready PowerPoint or PDF in seconds — branded, with every number sourced.
And all day, in the background — Inspolio watches the market and your inbox, and tells you the moment something needs you. Drift, an earnings miss, an SEC filing, a client email — the right workflow starts, then waits for your approval.
Meet Alex — one chat that runs the whole desk
Not a search box — an operator. Instead of juggling ten tools, you talk to Alex. It routes to the right specialists and does the work — researches a whole book, runs the analysis, drafts the deck — with memory of how you run the desk and tunable autonomy. Powered by Anthropic's best Claude models. Every money-moving step still waits for your approval.
It acts — it doesn't just answer
Talk in plain language and Alex does the work — pulls holdings, runs a risk or tax check, builds a workflow, drafts a client deck. One assistant instead of ten tools.
It remembers how you work
Your rules ("flag any trade over $1M"), your shorthand ("the Hendersons"), your house style — learned once and applied automatically. See, edit or clear anything it knows.
A team of specialists, one chat
Alex routes to specialist agents — research, news, filings, earnings, risk, tax — so a two-person firm operates like a ten-person one. You set how far it goes on its own.
Just ask — Alex does it
The agentic engine
Workflows that act. Triggers that watch.
Put your repeatable process on autopilot, and let the practice watch the market and your inbox for you — so a two-person desk runs like a ten-person one. Every money-moving step still waits for your approval.
Build it in plain English
Describe a workflow, pick a template, or sketch it on a visual canvas. It runs the analysis steps and pauses at the first step that moves money.
18+ triggers watch for you
A price move, an earnings beat, an SEC filing, drift off target, a cash deposit — even an inbound client email. When it fires, the right workflow starts.
News alerts that reason
Watch a theme in plain English. Inspolio reads the articles, judges sentiment against your view, and shows the sources and the numbers — not just headlines.
The stop sign is built in. Workflows and triggers do everything up to the trade — then pause for your yes. The gate can't be switched off.
Your data in a spreadsheet — with an analyst inside it
A familiar, Google Sheets-style canvas sitting on your live portfolio data — but you can just talk to it. Ask a question, build an analysis, chart it, or run a saved playbook, without writing a single formula. The work an analyst used to do by hand in a spreadsheet now happens in a sentence.
Ask in plain English
“Write a performance analysis for this book” — and get it back, written, in seconds.
Charts on the fly
Generate allocation, performance and exposure charts straight from live holdings.
Run your saved Skills
Reuse the playbooks you built once on any client — right inside the sheet.
Everything an advisor needs, in one system
Not a feature list bolted together — one operating system where the data, the analysis, the action and the deliverable all connect. Here's the whole toolkit.
Live custodian data
Sync Schwab, Fidelity, Orion & Black Diamond — analyze on live holdings, never re-key a spreadsheet.
Portfolio analysis
See what a client truly owns and how it's really doing vs. the benchmark — in seconds.
Workflows
Put your repeatable process on autopilot — it pauses before anything moves money.
Automations
Let the desk watch price moves, earnings, SEC filings and drift for you, 24/7.
Smart news alerts
Know the moment the story on a holding turns — with the reasoning and the numbers, not just headlines.
AI deck generation
Turn portfolio data into a branded, client-ready deck in seconds — it never invents a number.
Reports & collaboration
Share reports with roles and in-place comments — not lost email attachments.
MarketView dashboards
Build your own at-a-glance view of the entire book.
Excel AI copilot
Do anything with your data — just ask in plain English.
Client vault
Keep every client document in one searchable place — and ask it questions.
And every money-moving action — applying an allocation, placing a trade — always pauses for your approval.
What you get out of it
From days to minutes — without giving up control
Inspolio takes the work that used to take your team days and does it in minutes — the analysis, the paperwork, the watching, the decks — while every money-moving decision still runs through you.
Hours back on every client
Onboarding, analysis, proposals and decks go from days to minutes — for your $1M client, not just your top ten.
Nothing slips
The platform watches the market and your inbox so you don't have to. The moment something needs you, you know.
Defensible every time
Every recommendation is explainable and every trade is reviewed — with the data, the constraints, and the reasoning attached.
An analyst that never forgets
Alex learns your book, your rules and your shorthand — and gets more useful the more you work together.
Grow without hiring
Run a much bigger book without losing rigor. A two-person firm can operate like a ten-person one.
Built for your role
One platform. Five workflows.
Explore how Inspolio fits the specific job you do every day — each role gets its own deep dive.
Enterprise-grade security
Built to be trusted with client money
Wealth firms run on confidentiality. Inspolio is engineered so the data never leaves your control and every action is accountable.
SOC 2 aligned
Controls and processes built to SOC 2 standards for security, availability, and confidentiality.
Bank-grade encryption
Data encrypted in transit and at rest. Client portfolios stay private to your firm.
Role-based access
Granular permissions decide who can view, build, and approve — down to the portfolio.
No training on your data
Your client and portfolio data is never used to train models. It stays yours.
Invitation only
Access is provisioned for your team — no open sign-ups, no shared-tenancy surprises.
Full audit log
Every AI action and every approval is recorded, so you always have a defensible trail.
Common Questions About Inspolio
Everything you need to know about our portfolio intelligence platform
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