The operating system for modern RIAs. IPS drift monitoring, tax intelligence, meeting prep, firm-wide compliance — plus a Claude Desktop integration so you can ask your book anything in plain English.
The everyday work — analysis, narrative, deliverable — automated end-to-end.
Instant portfolio analysis
Upload any custody export. Concentration, model alignment, diversification, risk flags, drawdown history, sequence-of-returns, correlation — computed in seconds across every account.
AI-generated commentary
Structured analyst narrative grounded in your portfolio's own numbers. Plus an in-app chat that can answer cross-portfolio questions — "show me every client whose drift exceeded their IPS band this quarter."
One-click PDF reports
Professional letter-format reports with full analysis, risk flags, model alignment, recommendations, and AI commentary. Plus published methodology your CFA reviewers can read.
The platform
More than a report generator.
Six modules built around an integrated data graph — IPS, drift events, audit log, client reviews, alts, and activity all interoperate. The moat isn't any single feature; it's how they connect. And now your Altruist book flows in live.
Now live · Custodian integration
Altruist live sync
Authorise once and Axfolio pulls households, accounts, positions, tax lots, and transactions directly from Altruist — refreshed on demand, idempotent on re-sync, with auto-routing of new accounts to the right advisor. Schwab and Fidelity next.
OAuth 2.0 · per-advisor
Investment Policy Statements
Author per-client IPSs with target allocations and drift bands. Every breach writes a timestamped, immutable audit-trail entry — your SEC compliance moat from detected through supervisor signed-off.
Firm-wide Book Review
Nineteen deterministic signals scanned across every client, every day. Concentration, cash drag, IPS drift, tax-loss harvesting, RMD deadlines, wash-sale risk, stale alt valuations — flagged before clients notice and triaged into a daily action queue.
Atlas firm intelligence
One screen for the managing partner: AUM trend, compliance posture, advisor capacity, attention queue, and supervisor sign-off. Plus Ask Atlas — a firm-level chat that answers cross-domain questions in plain English.
Advanced metrics & Monte Carlo
Risk metrics, drawdown episodes, rolling returns, sequence-of-returns, correlation matrix. Monte Carlo with allocation glide path and JP Morgan LTCMA forward-guidance toggle — block bootstrap when data permits.
Efficient Frontier optimizer
Institutional-grade portfolio optimization: Ledoit-Wolf covariance shrinkage, Black-Litterman-style mean blending toward JPM LTCMA, real quadratic-program solver. Methodology published — every assumption inspectable.
Tax intelligence
Per-client tax position — unrealized G/L, harvestable losses, YTD realized activity — plus a 90-day tax calendar of RMD deadlines, estimated payments, K-1 windows and cap-gains distributions. Ranked TLH opportunities with IRC §1091 wash-sale checks built in.
Meeting Game Plan
One call assembles seven slices of context — snapshot, signals, IPS, upcoming events, expected income, last-review status, planning documents — and Claude formats a five-section briefing ready to drop into your meeting notes. The killer feature for the 9am meeting at 9:00.
Memo Engine
Voice-trained monthly portfolio letters that sound like you wrote them. Upload past memos as reference; the engine matches tone, length and sign-off across every client. Drafts route through draft → approved → sent with an immutable lifecycle audit trail.
Alts document ingestion
Drop a private-fund quarterly statement or K-1 PDF and Claude extracts NAV, IRR, TVPI, distributions and per-period cash flows into structured records. Append-only version history per holding; pending verifications surface in the daily digest.
Multi-account aggregation
IRA, taxable, 401(k), trusts — uploaded separately, viewed together. Per-account analysis plus a true household ALL view, with documents and AI summaries attached. Built for clients with multiple accounts and cross-border holdings.
Now MCP-native
Talk to your book. In plain English.
Connect Claude Desktop with your Axfolio API key. The entire 25-tool surface — every read endpoint, every write action — appears in Claude's tool menu. Ask Claude what you'd otherwise click through six screens to find.
Before a meeting
"Prep me for my 10am with Sarah Chen."
Claude returns a 5-section briefing — snapshot, signals, IPS drift, upcoming events, agenda — in 30 seconds.
Firm management
"Who's overdue for an annual review?"
Every client past the 365-day mark, sorted by how overdue they are. One follow-up adds "and who's never been reviewed?"
Tax planning
"What's the firm's harvestable loss right now?"
Firm-wide total, ranked by client, with TLH opportunities pre-checked against the IRC §1091 wash-sale window.
Setup is one config snippet. Read-only tools are unrestricted; the three write tools — memo generation, memo updates, voice samples — always trigger Claude's confirmation prompt before they run. Every call lands on the audit log, scoped to your firm, billed against your existing rate limits.
Built for independent advisors managing real client portfolios.
Independent RIA firms
Solo and small-team advisors who don't have dedicated analysts — and shouldn't have to hire one just to produce consistent portfolio reporting.
Wealth managers scaling their practice
Growing firms where the bottleneck is analyst capacity, not client relationships. Axfolio lets your advisors do more reviews without adding headcount.
Operations and compliance teams
Firms that need consistent, auditable portfolio reviews and SEC Rule 206(4)-7 chain of custody — every IPS breach timestamped, resolved, and supervisor-signed off in one immutable trail.
Currently in design partnership with select RIA firms
"The commentary alone would save my team three hours a week. That's three hours we'd spend actually talking to clients."
— Principal, Independent RIA · $340M AUM
"I reviewed a portfolio in 45 seconds that usually takes me a morning to write up. The risk flags caught something I would have missed."
— Lead Advisor, Wealth Management Firm
"Finally something that's actually built for how we work — CSV in, report out, no ten-step setup process."
— Founder, Boutique RIA · $180M AUM
Behind Axfolio
Meet the founder.
AB
Founder & CEO
Anthony Baldeosingh
Founder & CEO, Axfolio
I grew up in New York City and have spent my career at the intersection of technology, business, and creative problem solving — from co-founding a commercial sound production company in Soho to leading technology strategy for consulting firms working with clients like BNP Paribas. Along the way, I developed a deep interest in finance and spent years studying the wealth management industry from the outside, earning my SIE license and building relationships with practicing advisors.
That obsession eventually led me to found Axfolio — a portfolio intelligence platform processing $2B+ in capital for independent RIA firms. I hold a bachelor's in economics from Allegheny College and believe the most interesting problems sit at the edge of industries that have gone unchanged for too long.
We're onboarding a limited number of RIA firms this quarter as design partners — full platform access, methodology review, and direct input into the roadmap. Request access and we'll reach out within 48 hours.
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