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The AI Co-Pilot Built for RIAs
CoAdvisor

The AI co-pilot built for an RIA's

day-to-day decisions

Consolidate portfolios, prioritize what matters, and stay ahead of compliance

Without adding operational risk

See a Day in the Life
Advisor-controlled. Compliance-aware.
Read-only by default. No trade execution.
Built for fiduciary workflows.
9:41 AM
Portfolio Overview
$2.69M
↑ 2.4%vs. last quarter
3 Alerts
Portfolio Drift
Sarah Johnson • 8.5% over
Tax Opportunity
Marcus Chen • $12K savings
AI Assistant
"Sarah's portfolio needs rebalancing. Shall I prepare a proposal?"
2:34
FEATURED
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How RIAs Stay Ahead: AI-Powered Portfolio Monitoring

CoAdvisor•1.2K views
45-60min
Saved Every Morning
12-15hrs
Saved Per Quarter
100%
Fiduciary Control
Your Day, Transformed

A Day in the Life of an RIA

See how CoAdvisor fits naturally into your existing workflow—from morning triage to end-of-day peace of mind.

THE PROBLEM

What needs my attention today?

You open your laptop to:

  • •100+ clients across 5 custodians
  • •47 email alerts from overnight
  • •Market volatility notifications
  • →No clear sense of priority
COADVISOR SOLUTION

Intelligent Alert Prioritization

URGENTDue Today
Portfolio Drift: Sarah Johnson
8.5% over equity allocation limit
HIGH2 days left
Tax Opportunity: Marcus Chen
$12K loss harvesting • $4.2K savings
SAVE 45-60 MIN EVERY MORNING
Built for Fiduciary Advisors

Not Against Them

Advisor in the Loop — Always

CoAdvisor recommends. You decide. Every action requires your approval. No autonomous trading.

Read-Only by Default

Connects read-only to custodians. No ability to execute trades or move money. Your fiduciary control remains 100% intact.

Explainable AI

Never get a "black box" suggestion. Clear reasoning you can explain to clients and regulators.

Compliance-First Architecture

Built by RIAs, for RIAs. Every feature designed with SEC scrutiny in mind.

"CoAdvisor doesn't replace your judgment.
It strengthens it."

Built For You

Purpose-Built for Modern RIAs

Ideal RIA Profile

  • Independent RIAs managing $100M - $2B in AUM
  • 50-300 client relationships per advisor
  • Clients with multi-custodian portfolios
  • Growing alternative asset exposure (crypto, NFTs, private investments)
  • Forward-thinking practices open to AI enablement

Explicitly NOT For

  • DIY retail investors
  • Broker-dealer only practices
  • Execution-only platforms
  • Robo-advisor replacements
  • Direct-to-consumer financial planning apps

Why This Matters: We built CoAdvisor specifically for fiduciary advisors. We understand your responsibilities, your workflow, and your challenges. We're not trying to disintermediate advisors—we're here to enable you.