For Advisors
The investment team behind your practice.
An agentic desk researches ideas, builds your models, watches every account and drafts your reviews. You make every decision.
- Lead PMTurns the changes you ask for into a proposed model
- ResearchMakes the case for and against, cited
- ConstructionPicks each sleeve's funds from your approved list, by rule
- QuantExplains the figures the engines compute
- ReviewChallenges the desk’s proposals for contradictions and gaps
- OversightChecks every account, every day
- YouApprove, edit or reject. Nothing moves without you.
Your philosophy, in every model.
Describe a series in a sentence. The desk drafts five models from your approved list, you shape each one, and every model is held to your rules.
- Conservative to growth, with sleeves inside each model
- Every published version fixed and comparable
- Your list and your rules: no house products
- v4Sep 2026International capped at 20%41 accounts
- v3Jun 2026Momentum tilt added, 18% of equity6 accounts
- v2Jan 2026TIPS replace part of core bondsRetired
Publishing v4 opened a model-update case on each of the 47 accounts on earlier versions; 41 have moved, each by a person.
Each account’s model, as you chose it.
Import holdings from custodian files and give each account its model and its own restrictions. A new version waits for your decision.
- Households, accounts and reviewed investor profiles
- Imports checked before they are trusted
- Cash reserves, exclusions and locks per account
- 40 / 60Conservative
- 50 / 50Moderate
- 60 / 40Balanced
- 70 / 30Growth
- 80 / 20Aggressive
- Rivera householdJoint · Roth IRA · TrustJoint: Balanced 60/40 v4
- Chen householdTaxable · 401(k)401(k): Growth 70/30 v4
- Okafor householdJoint · Traditional IRA · TrustTrust: Conservative 40/60 v4
- Lindqvist householdTaxableTaxable: Balanced 60/40 v3Case open: move to v4?
Checked every day. Raised when it matters.
The desk checks each account against its model and your rules, and opens a case only when something needs you: why now, the evidence and a next step.
- Drift, concentration, cash and stale data
- Transition plans side by side, gains flagged
- You act on the plan; finv never trades
- DriftMomentum fund 4.1 points over targetChen household · 401(k)Compare transition plans →
- Model updateBalanced 60/40 version 4 publishedLindqvist household · TaxableCompare and re-assign →
- Review dueInvestor profile review in 5 daysRivera householdConfirm the profile →
- Stale dataCustodian file 9 days oldOkafor household · TrustImport the latest file →
Duplicates merge, and most lower-severity conditions must persist before they open a case.
Reviews drafted. Decisions on record.
The desk drafts the decision note from the actual work. You accept or edit it, a named approver signs off where your firm requires it, and every step is kept.
- Client review packets, approved before they go out
- A decision to take no action, documented too
- An append-only log of who did what, and when
- AI draftThe desk · Sep 12Keep the tilt; trim international to the new cap.
- AcceptedMaya Ortiz, advisor · Sep 12Edited: adds the client’s question on fees.
- ApprovedJ. Park, chief compliance officer · Sep 13Approved for the client packet.
Three records, kept apart: the draft, the accepted text and the approval. A decision to take no action is documented too.
Start with one model. Grow to your whole book.
Bring an idea, or enter a model you already run. Trading, custody and billing stay with your current providers.
- Nonexecutingfinv proposes, records and saves plans. It never places a trade.
- Your firm, isolatedEach firm's data is separated in the database itself, not only in the app.
- On the recordEvery version, decision and approval is kept, with who and when.
- Your judgmentNo suitability determination. The desk drafts; you decide.
finv is in development, and custodian imports open to a firm only after pilot approvals. Names and figures are illustrative; nothing here is investment advice. The system manifest maps where these rules are specified.
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