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On the recordRead 12 Oct 202622 facts
Insightfolio Advisor
On the record
- AI talking points
- The service generates client-meeting talking points about concentration risks, drift, cost efficiency, performance, and review milestones.insightfol.io · read 12 Oct 2026
- Allocation analysis
- Yesinsightfol.io · read 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.insightfol.io · read 11 Oct 2026
- API availability
- The page says API access is available on the Enterprise plan for generating reports, syncing client data, and integrations.insightfol.io · read 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.insightfol.io · read 12 Oct 2026
- Client CRM
- The CRM stores client contacts, risk profiles, investment horizons, and communication history.insightfol.io · read 12 Oct 2026
- Company location
- The privacy policy lists Oscar Rojas et al as responsible at Quartiersweg 7, 10829 Berlin, Germany.insightfol.io · read 11 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.insightfol.io · read 12 Oct 2026
- Performance reporting
- Yesinsightfol.io · read 24 Sep 2026
- Portfolio monitoring
- Connected account holdings sync daily, while uploaded statements can be refreshed on demand.insightfol.io · read 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.insightfol.io · read 11 Oct 2026
- Pricing status
- Advisor plan pricing is marked “Coming soon...” on the pricing section.insightfol.io · read 12 Oct 2026
- Purpose
- Insightfolio Advisor combines client CRM, portfolio monitoring, drift alerts, and AI-powered reporting for independent financial advisors.insightfol.io · read 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.insightfol.io · read 12 Oct 2026
- Risk analysis
- Yesinsightfol.io · read 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.insightfol.io · read 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.insightfol.io · read 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.insightfol.io · read 12 Oct 2026
