INVESTMENT ASSISTANT AI
RIA Portfolio Management
Scale portfolio operations without adding headcount
Monitor 50-150 client portfolios daily with automated rebalancing recommendations, year-round tax-loss harvesting, and client-ready reports.
How it works — and what you walk away with
RIAs managing $500M-2B across 100-500 HNW clients face a scaling problem: portfolio management doesn't scale linearly with AUM. Every new client adds monitoring, rebalancing, reporting, and tax optimization work.
Our RIA Portfolio Management service automates the operational load. We monitor all portfolios daily, flag drift and concentration issues, identify tax-loss harvesting opportunities year-round, generate rebalancing trade lists, and produce client-ready monthly and quarterly reports.
Think of it as adding a dedicated portfolio operations team without dedicated headcount. Your advisors focus on relationships and financial planning; we handle the portfolio mechanics.
What you get
Real-Time Dashboard
Firm-wide portfolio monitoring with drill-down to individual clients
Monthly Client Reports
Branded PDF reports auto-generated and emailed to clients
Rebalancing Trade Lists
Tax-optimized trade recommendations ready for execution
TLH Opportunity Alerts
Real-time alerts when harvesting opportunities exceed thresholds
What's included
Daily Portfolio Monitoring
Monitor 50-150 client portfolios daily, flagging drift, concentration, and material events
Automated Rebalancing Recommendations
Tax-aware trade lists when portfolios drift beyond thresholds, with execution support
Year-Round Tax-Loss Harvesting
Continuous TLH scanning across all accounts with replacement security recommendations
Client Performance Reports
Monthly/quarterly PDF reports with returns, attribution, and benchmark comparison
CRM Integration
Sync with Redtail, Salesforce, Wealthbox for seamless advisor workflow
Compliance Dashboards
Track IPS adherence, concentration limits, and suitability across all clients
Who this is for
Growing RIAs
Firms scaling from $500M to $2B AUM without proportional headcount growth
Multi-Advisor Firms
Teams needing consistent portfolio management across multiple advisors
Tax-Focused Practices
Firms emphasizing tax alpha as a value proposition for HNW clients
Frequently asked questions
Related topics
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Ready to start RIA Portfolio Management?
Share your situation and Investment Assistant AI will scope it with you — takes about two minutes.