Wealth management software built for RIAs, advisors, and advisory firms
QuantRidge gives Registered Investment Advisors, independent financial advisors, and wealth management firms client-ready portfolio analytics, tax-lot tracking, and estate planning tools across every household — for a flat monthly fee, not a share of client AUM.
Key metrics tracked
Everything you need
Purpose-built features for Financial Advisors & RIAs — not generic finance tools bolted together.
- Multi-client / household portfolio analytics in one workspace
- Tax-lot tracking, wash-sale alerts, and harvesting across every client account
- Estate & legacy planning workspace per household — beneficiaries, fiduciaries, documents
- CPA and attorney-ready exports, with optional co-branded client reports
- Team roles, permissions, and a full audit trail for compliance review
- AI Analyst, Research, Filing, and Tax & Risk agents across your entire book
- Real estate and equity compensation modeling for complex client balance sheets
- Dedicated onboarding: client book migration and custodial data connections
- Referral Partner Directory listing eligibility to reach new prospective clients
- Seat-based pricing that scales with your team, not your firm's AUM
AI Capabilities
Powered by QuantRidge AI agents
- AI Analyst answering plain-English questions across any client's portfolio
- Research Agent generating comps and filing summaries for client reviews
- Filing Research Agent structuring 10-K and earnings analysis in minutes
- Tax & Risk Agent flagging wash-sale violations and concentration risk firm-wide
- Harvesting-opportunity surfacing across every household before year-end
- Client-ready narrative summaries for portfolio and tax review meetings
Connects with
How it works
A workflow built for how financial advisors & rias teams actually operate.
Migrate your book
Your $3,000 one-time implementation covers importing client households, connecting custodial data feeds, and configuring roles for every advisor on your team.
Organize by household
See every client's holdings, tax lots, retirement trajectory, and estate plan status in one workspace — not spreadsheets per client.
Run AI research & tax at scale
The same four AI agents individual investors use — Analyst, Research, Filing, and Tax & Risk — run across every household in your book, flagging wash-sale risk and harvesting opportunities firm-wide.
Deliver client-ready reports
Export CPA and attorney-ready summaries, or turn on co-branded reporting so clients see your firm's name on the analytics they review.
Grow with referrals
List your firm in the QuantRidge Partner Directory — a flat-fee, neutral listing (not a paid referral) that puts your firm in front of self-directed investors who want professional help.
Common use cases
How Financial Advisors & RIAs teams use QuantRidge every day.
Firm-wide tax-loss harvesting
Surface harvesting opportunities and wash-sale risk across every client account at once, instead of reviewing households one by one before year-end.
Client onboarding & book migration
Bring an existing book of business onto QuantRidge with guided data migration as part of the one-time implementation fee — not a do-it-yourself CSV project.
Estate plan tracking across households
Track beneficiaries, fiduciaries, and document checklists for every client's estate plan so nothing falls through the cracks between annual reviews.
Compliance-ready audit trails
Every action — model run, export, and advisor login — is logged, so client reviews and compliance ask-backs are backed by a consistent record.
Co-branded client reporting
Deliver portfolio, tax, and planning summaries under your firm's brand, so clients see your name — not just software they don't recognize.
Referral directory lead generation
List your firm in the Partner Directory for a flat monthly fee — self-directed QuantRidge users searching for an advisor, CPA, or estate attorney can find and contact you directly.
Ready to see it in action?
Get a personalized demo for your Financial Advisors & RIAs team, or start a free trial today.
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