DivFolio

Case Manager

The Future of Case Advisory is Here

Revolutionize your practice with AI-powered case management, intelligent client onboarding, and automated insights that drive superior investment outcomes.

SOC 2 Compliant
Bank-Grade Security
FINRA Approved
500+
Financial Advisors
$2.8B
Assets Under Management
99.9%
Uptime Guarantee
23%
Average Performance Improvement

Powerful Features for Modern Advisors

Everything you need to deliver exceptional client experiences and drive superior investment outcomes

AI-Powered Onboarding

Intelligent conversational assistant that guides clients through personalized financial assessments

Portfolio Analytics

Advanced analytics and real-time insights to optimize investment strategies and risk management

Risk Assessment

Comprehensive risk profiling with automated insurance needs analysis and coverage recommendations

Document Management

AI-powered document processing and organization with intelligent categorization and search

Client Communication

Integrated communication hub with automated reporting and personalized client interactions

Enterprise Security

Bank-grade security with end-to-end encryption, MFA, and compliance with financial regulations

Trusted by Financial Professionals

See what industry leaders are saying about our platform

"This AI platform has revolutionized how I manage client portfolios. The insights are incredibly accurate and save me hours of analysis every day."
Sarah Johnson
Sarah Johnson
Investment Manager at Goldman Sachs
"The onboarding assistant is a game-changer. My clients love the personalized experience, and I can focus on strategy rather than data collection."
Michael Chen
Michael Chen
Financial Advisor at Merrill Lynch
"The risk assessment and portfolio optimization features are outstanding. I've seen 23% better performance across my client portfolios."
Emily Rodriguez
Emily Rodriguez
Wealth Manager at Charles Schwab

Simple, Transparent Pricing

Choose the plan that fits your practice size and needs

Monthly Yearly (Save 17%)

Starter

Perfect for individual advisors

$99
per month
  • Up to 50 clients
  • AI onboarding assistant
  • Basic portfolio analytics
  • Document management
  • Email support
Most Popular

Professional

Ideal for growing practices

$299
per month
  • Up to 200 clients
  • Advanced AI insights
  • Risk assessment tools
  • Client communication hub
  • Priority support
  • Custom branding

Enterprise

For large financial institutions

$999
per month
  • Unlimited clients
  • Full AI suite
  • Advanced compliance tools
  • API access
  • Dedicated support
  • Custom integrations
  • White-label solution

All plans include a 14-day free trial. No credit card required.

Ready to Transform Your Practice?

Join hundreds of financial advisors who are already using AI to deliver superior client outcomes and grow their practices faster than ever before.

7-day free trial
No credit card required