Your practice, in order.
Advorra is practice software for independent RIAs. Clients, portfolios, billing and compliance records sit in one place, so every review starts from the same clear picture.
Opening 17 November 2026. We're starting with a limited number of founding firms, each set up by hand with The CollabHub.
The day at a glance: assets, pending trades, tasks due and what needs a document.
- The day's picture, before the first call
- Trades still waiting on a compliance document
Real product screens, shown with a fictional demo firm
Why Advorra
In most small firms the records live in a CRM, a custodian portal, a few spreadsheets and a binder.
Each one holds part of the story, and keeping them in agreement turns into a second job. Advorra keeps the story in one place, with the reason for each decision written down beside it. It is one tool to run, and to pay for, where a small firm usually carries several.
One record
One record behind every screen.
The strategy you set for a client carries into their accounts, their investment policy statement, their bill and the record of each trade. Change it once and the rest follows.
Real product screens, shown with a fictional demo firm
See every part of the productYour clients' data
Handled with the care your clients expect from you.
A written security overview is available on request. Ask for it
Where it came from
Built inside a working RIA.
Advorra is built by The CollabHub alongside AnalyticEdge Finance, an independent RIA in Texas that runs its practice on it every day.
Every screen was shaped against how a small firm actually operates, by the people who operate one.
Read our storyGo deeper
Three ways in.
The work, area by area.
Clients, accounts, models, trading, policy statements, compliance and billing, on real screens.
Explore the product SolutionsWho it is built for.
Solo advisors and small firms, and what changes when the records sit in one place.
See who it's for CompanyWho builds it, and why.
The firm behind Advorra and the RIA it was shaped inside.
Meet the companyNot ready for a call?
Start with something useful.
The Small RIA Operations Toolkit.
Twelve printable checklists: quarterly billing, onboarding, offboarding, IPS updates, trade errors, custodian reconciliation, the compliance year, continuity, the records drill, money requests, software setup and older clients.
Download the toolkit GuidesPlain guides on running a small RIA.
Billing, records, IPS documents, models, custodian moves and more, each with its sources linked.
Read the guides GlossaryThe terms, in plain English.
From billing in arrears to strategy of record, defined in a sentence or two.
Open the glossarySee Advorra against your own workflow.
Tell us how your firm works and we'll walk you through Advorra around it, on a call.
Get in touchor write to hello@advorra.com