Versioned IPS
Complete IPS workflow with risk tolerance, restrictions, ESG, target allocation, rebalancing bands — versioned every change.
For RIAs
The AI Workspace for Modern RIAs
Versioned IPS, automated TLH, client-ready reports, AI meeting briefs, and a full audit log — built for advisors who want to scale their best work to every client.
What you get
A platform that fits how RIAs actually work
IPS, TLH, optimization, reporting, pre-meeting prep, and audit logging — wired together so nothing falls through the cracks.
Automated TLH
Lot-level tax-loss harvesting with multi-account wash-sale enforcement and replacement-security suggestions.
Optimization to IPS Targets
Portfolio optimizer respects every IPS constraint automatically — no more spreadsheet workarounds.
Client-Ready Reports
Professional PDF and Excel reports with executive summary, performance, tax summary, benchmark comparison.
AI Pre-Meeting Briefs
Annual reviews, quarterly check-ins, tax planning — agenda, talking points, action items, all auto-drafted.
Proactive Smart Alerts
Nightly scans: drift breaches, tax-loss opportunities, news catalysts, earnings on client holdings.
Full Audit Log
Every action by every advisor and every AI agent is logged with user, timestamp, and reason — ready for the next ADV audit.
Unlimited Clients
Each advisor gets a secure workspace with unlimited client portfolios. Role-based access for staff and reviewers.
AI Assistant Per Client
Conversational AI that answers questions about any client portfolio in seconds — citing the underlying data.
Built for the ADV Examiner
An audit trail compliance teams will actually approve
Every action in Inspolio is logged: who proposed the trade, what the AI suggested, what was approved, what was rejected, and the exact reasoning. When the next SEC examination asks how you arrived at a recommendation, the answer is one click away — with the data, the constraints, and the rationale attached.
- Full audit log of every advisor action and every AI agent action
- Versioned IPS history per client (who changed what, when, and why)
- Role-based access enforced at the data layer
- SOC 2-aligned encryption and infrastructure
Scale the Top-Client Experience
Give every client what your top 10 used to get
In most RIAs, only the largest accounts get a fully customized IPS, quarterly portfolio review, proactive tax harvesting, and a written meeting brief. With Inspolio, all of that becomes one-click — meaning your $1M client gets the same level of attention as your $50M client.
- AI-drafted IPS questionnaire and document for every client
- Auto-generated quarterly performance and tax review
- Pre-meeting briefs with talking points specific to each client's portfolio
- Proactive nightly alerts on drift, tax opportunities, and news
FAQ
RIA Software FAQ
Built for RIAs
Grow your book without growing your back office
Inspolio is the productivity and intelligence layer modern RIAs run on top of their accounting platform.