The AI Oversight Engine for Advisor Portfolios.
Automate 15+ hours of forensic research per week. Protect AUM with 12-point AI audits, white-label PDF reports, and institutional API access — built for RIAs who charge for expertise.
Source-cited SEC data. Encryption in transit. SOC 2 Type II–ready controls, SEC/FINRA–aligned workflows, and audit-ready activity logging.
Compliance-First Intelligence
SOC 2 Type II–ready and SEC/FINRA–aligned: source-cited SEC filings, citations you can drop into your files, controls mapped to a SOC 2 program, and workflows built for registered advisory oversight—not a substitute for your CCO or outside counsel. Infrastructure vendors publish SOC 2 reports (e.g. cloud & payments)—see Privacy & security.
Risk Mitigation
Avoid Style Drift and manual research fatigue.
Institutional Velocity
Recover Your Weekends. Automate the forensic heavy lifting. What used to take a Sunday afternoon now takes 60 seconds — and with API access, your CRM can trigger it automatically.
Fiduciary Guardrails
Zero-Blindspot Oversight. Our Style Drift Engine monitors every household 24/7. Get alerted the moment a "Conservative" client drifts into "Aggressive" territory—before the market moves.
The PDF Factory
Justify Your Fees. Generate white-label, data-heavy "Portfolio Health Report Cards" with your firm's branding. Show your clients the forensic depth they can't get anywhere else.
The Workflow
From Raw Data to Fiduciary Certainty.
Secure Ingestion
Upload holdings via encrypted CSV in-app, and manage households in your advisor workspace. Enterprise tiers can add custom data feeds. Row-level isolation keeps each firm’s data separate.
Forensic AI Audit
Our engine executes a 12-point scan across your entire AUM. It decodes SEC filings to detect hidden risks, style drift, and moat erosion in seconds.
White-Label Delivery
Export branded, data-heavy Portfolio Health Reports. Present institutional-grade insights to your clients that justify your management fees.
Forensic Suite
Institutional-grade oversight — now with API-level integration.
12-Point Vulnerability Index
Move beyond surface-level metrics. Our AI decodes 10-Ks and earnings transcripts to score portfolios on concentration, moat erosion, and interest rate sensitivity.
- Footnote Forensic Analysis
- Moat Strength Scoring
- Insider Trade Correlation
Institutional Style Drift Engine
The OS learns your client's specific risk mandate. If a 'Conservative' household drifts into 'Aggressive' territory due to market movement, you are alerted instantly.
- Real-time Drift Alerts
- Mandate Compliance Logs
- AUM-Wide Risk Scanning
The PDF Report Factory
Transform complex forensic audits into client-ready deliverables. Branded with your firm's logo, professional bio, and contact credentials in one click.
- Custom Firm Branding
- Executive Summaries
- Meeting-Ready PDF Exports
Institutional API Access
Connect Savvport to your CRM, portfolio management system, or custom dashboards. Scoped API keys with brute-force protection and per-key rate limiting — the same infrastructure used by enterprise trading desks.
- SHA-256 Hashed API Keys
- CRM & Webhook Integration
- Scope-Controlled Permissions
Stop acting as a researcher. Start acting as a Strategist.
Savvport handles the forensic heavy lifting so you can focus on building high-trust client relationships and growing your AUM.
Deploy the TerminalIntelligence That Doesn't Sleep.
This is the level of detail firms pay consultants tens of thousands for. Advisor plans start at $49/mo—see full pricing.
Continuous Oversight
Intelligence That Doesn't Sleep.
Fiduciary Care That Does.
Stop relying on manual, periodic reviews. Savvport provides a 24/7 Forensic Sentinel over your entire AUM, ensuring you never miss a moat erosion or a management shift again.
Overnight AUM Scanning
While your firm is closed, our engine audits every ticker in your client households against fresh SEC filings and earnings transcripts.
Forensic Grounding
Zero hallucinations. Every insight is cross-referenced with source-cited regulatory data to satisfy compliance requirements.
Predictive Style Drift
Continuous monitoring for mandate deviations. Get alerted before a client's risk profile drifts out of alignment.
[SEC_FILING_AUDIT_COMPLETE]: 14 DRIFT_ALERTS_DETECTED
Simple, Transparent Pricing
Same tiers as our dedicated pricing page—from solo practice to enterprise. Scale your firm as you grow.
Starter
Perfect for Solo Practitioners
- 12-Point Forensic AI Audit
- Daily Pulse Risk Alerts
- Basic Portfolio Ingestion
- Risk Vulnerability Index
- Standard Support
Technical & Compliance FAQ
How does Savvport ensure data security?
We use AES-256 bank-grade encryption and Zero-Trust BOLA protection. We never store brokerage credentials or share firm-specific strategies with third parties.
How does Savvport support an audit-ready research trail?
Insights tie back to source documents (e.g. SEC filings) so you can show what you relied on. Savvport does not replace your compliance officer or legal counsel; it is built to support transparent, defensible workflows.
Can I customize the White-Label PDF reports?
Yes. Professional and Institutional licenses allow you to inject firm logos, custom disclosures, and advisor contact credentials into all client-ready exports.
What is the implementation timeline?
Near-instant. Most firms ingest their first household and generate a complete Forensic Audit in under 12 minutes without any IT overhead.