Insightfolio Advisor
The facts below are what the maker publishes about Insightfolio Advisor, checked and dated. Our editors have not written about it yet.
The facts
Each one read from Insightfolio Advisor's own pages, with the date it was checked.
What it does
- AI talking points
- The service generates client-meeting talking points about concentration risks, drift, cost efficiency, performance, and review milestones.checked 12 Oct 2026
- Allocation analysis
- Yeschecked 24 Sep 2026
- API
- API access is available on the Enterprise plan for report generation, client data syncing and integration with an existing tech stack.checked 11 Oct 2026
- API availability
- The page says API access is available on the Enterprise plan for generating reports, syncing client data, and integrations.checked 12 Oct 2026
- Broker connections
- The page names Interactive Brokers and Vanguard, and says advisors can also import CSV statements and use API access for custom integrations.checked 12 Oct 2026
- Client CRM
- The CRM stores client contacts, risk profiles, investment horizons, and communication history.checked 12 Oct 2026
- Drift alerts
- Advisors can set per-position targets and configurable drift thresholds from ±3 to ±10 percentage points, with daily, weekly, or monthly checks.checked 12 Oct 2026
- Performance reporting
- Yeschecked 24 Sep 2026
- Portfolio monitoring
- Connected account holdings sync daily, while uploaded statements can be refreshed on demand.checked 12 Oct 2026
- Portfolio reports
- Reports take under two minutes and include 12+ analytical sections, Monte Carlo projections, an efficient frontier and AI-generated plain-language explanations.checked 11 Oct 2026
- Pricing status
- Advisor plan pricing is marked “Coming soon...” on the pricing section.checked 12 Oct 2026
- Purpose
- Insightfolio Advisor combines client CRM, portfolio monitoring, drift alerts, and AI-powered reporting for independent financial advisors.checked 12 Oct 2026
- Reports
- Reports cover 12 or more analytical sections, including risk, exposure, Monte Carlo projections, costs, and an efficient frontier, and can be shared by link or as branded PDFs.checked 12 Oct 2026
- Risk analysis
- Yeschecked 24 Sep 2026
- Security
- The business page says client data is encrypted in transit and at rest, Insightfolio is GDPR compliant, and client data is not shared with third parties or used beyond reports and analytics.checked 11 Oct 2026
- Security and privacy
- The page states that data is encrypted in transit and at rest, the service is GDPR compliant, and client data is not shared with third parties.checked 12 Oct 2026
- Support
- Early-access members receive a one-on-one onboarding call; ongoing support is by email, with priority support on Professional and a dedicated account manager on Enterprise.checked 12 Oct 2026
- Supported assets
- It covers over 76,000 stocks, ETFs, and mutual funds listed in the US, UK, Germany, France, Canada, and Mexico; cryptocurrencies and derivatives are not supported.checked 12 Oct 2026
- Supported investments
- It covers more than 76,000 stocks, ETFs and mutual funds listed in the US, UK, Germany, France, Canada and Mexico; cryptocurrencies and derivatives are not supported.checked 11 Oct 2026
- Target users
- The product is built for independent financial advisors, and the page describes a Starter plan for solo advisors with up to 10 reports per month.checked 12 Oct 2026
- White labeling
- Reports, emails and the client portal can use an advisor’s logo, colors and optional custom domain.checked 11 Oct 2026
- White-labeling
- Advisors can apply their logo, colors, and report theme and optionally use their own domain for a client portal.checked 12 Oct 2026
The company
- Company location
- The privacy policy lists Oscar Rojas et al as responsible at Quartiersweg 7, 10829 Berlin, Germany.checked 11 Oct 2026
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