Solutions

Built for the independent RIA.

Advorra is for advisors who run their own firm and want its operating side in order: one advisor working alone, or a small team that has outgrown spreadsheets.

Who it's for

Four kinds of firm, one problem in common.

Each of them is running a practice from records that live in different places.

Independent advisors

You are the advisor, the operations team and the compliance officer.

Every hour spent assembling records is an hour away from clients.

  • One page per household, ready before a review
  • Today's priorities in one list
  • Bills and compliance tasks that don't depend on memory
Small and growing firms

A few advisors, some staff, and more households each year.

What worked for one person stops working when several people touch the same client.

  • A shared view of every household and account
  • Tasks and workflows with an owner on each step
  • The same models and process for every advisor
Firms with scattered tools

A CRM, a custodian portal, spreadsheets and a binder.

Each holds part of the story, and keeping them in agreement has become a job of its own.

  • Accounts from your custodian's files, matched to households
  • The reason for a decision kept with the decision
  • One place to look when a question comes in
Firms that want control

Your process, your brand, your order.

You built the firm around how you advise. Your software should follow that, not the other way round.

  • Set up in your brand color and logo
  • Tabs and pages arranged around your routine
  • Your own models as the single source of truth

What changes

From piecing it together to having it in one place.

Client information spread across a CRM, a custodian portal and spreadsheets.One record per household, with accounts from the custodian's files.
Review prep means rebuilding the client's picture from scratch.The household page is the picture.
Compliance notes kept apart from the decisions they relate to.The reason sits with the trade, the task with the client.
The same quarterly work done by hand, every quarter.Bills drafted from your fee schedule and checked against their inputs.
No single place shows what needs attention today.Today's focus puts the most pressing thing first.
Each new household adds more administration than the last.The same records and the same process for every client.
Several separate subscriptions, each billed on its own.One tool for the practice, on one bill.

See how each part works

Clear about what it is

The operating layer, not the whole stack.

Advorra is

Your firm's operating layer

  • Clients, households, accounts and returns
  • Model portfolios as one source of truth
  • Investment policy statements, drafted and tracked
  • Compliance records kept as you work
  • Billing, trading records and daily priorities
Advorra isn't

Trying to be everything

  • A custodian. Keep the one your clients know.
  • A reason to give up tools that work for you.
  • Your compliance consultant. We keep the records; they give the advice.
  • An enterprise platform priced for large firms.

Questions

Is it right for my firm?

Does it suit an advisor working alone?

Yes. Advorra was shaped inside a small independent RIA, and a solo practice uses the same records and screens as a larger one.

Which custodians does it work with?

Advorra works from the account files your custodian provides. Tell us your custodian when you get in touch and we'll confirm how your account data comes in.

Do I have to move everything over at once?

No. Advorra works alongside the tools you already use, so you can start with the parts that cost you the most time.

Tell us where your firm loses time.

We'll show you how Advorra handles it, on a call.

Get in touch

or write to hello@advorra.com