Financial advisors and IFA platforms need AI that respects client custody. The product truth Open Portfolio can state publicly: we help assemble bounded portfolio context at the edge, run stateless inference over that context, and keep the buyer as landlord of IdP and approved storage.
What we do not claim on this page: a complete advisor CRM, suitability engine, compliance workflow suite, or replacement for existing practice-management systems. Pocket Desk actions and the Pocket harness demonstrate ingestion and reasoning under real CSV mess — they are proof surfaces, not an enterprise advisor product catalogue.
The commercial path for advisor platforms is design-partner diligence: map identity, storage, ingestion sources, the bounded-context contract, and inference controls; then validate a scoped pilot. Role on the diligence form should be advisor platform / IFA when that is the buyer.
If you need bank-linking rails or payments connectivity, see the honest Plaid comparison. If you need a hosted portfolio-data API as the system of record, that may still be the right tool — Open Portfolio is the BYOC boundary, not a universal replacement.