FOR INDEPENDENT RIAs
The future of wealth management isn't human. It isn't AI. It's Hybrid.
Introducing AdvisorLayer
The AI-powered investment engine for independent RIAs: institutional-quality portfolio management, automated execution, and your firm in control.
One connected view across every client decision
Nothing about how you run your business has to change.
AI has arrived in wealth management. The advisors who win are the ones who decide how they use it.
This isn't about choosing between your judgment and a machine's. AdvisorLayer isn't built to replace you; it's built to make your firm impossible to compete with: your relationships, your judgment, and your brand, multiplied by an engine that never stops watching the market. You add capability on your terms, at your pace, without changing what already works.
Purpose-built market intelligence. Not another chatbot.
Purpose-built AI
Discriminative machine learning designed to anticipate market behavior and automate execution. Built for markets from day one, not adapted from a generic LLM.
Build your business your way
Run your practice exactly as you do today. AdvisorLayer sits alongside your existing models and process as an option to add, not a system to adopt wholesale.
You stay in control
Our AI strategies are designed to be better versions of your models, and they run inside the guidance and guardrails you set. Every client relationship stays yours.
Your brand in front
Your clients see your firm. AdvisorLayer works behind it. Your brand in front of clients, our AI behind it.
See the platform at work.
Move from client onboarding to account intelligence and execution oversight in one connected workspace.
What your firm gets
Scale without adding staff
Grow AUM and households without growing your investment team.
Automated implementation
Portfolio implementation and monitoring run automatically, all day, every day.
Institutional-quality capability
Investment infrastructure that used to require an institutional budget, added to what you already do, not in place of it.
More client time
Less portfolio administration. More of the conversations that actually grow your firm.
Up and running in three steps
See it in action
Book a demo. We'll walk through AdvisorLayer against your firm's current workflow, with no assumption that anything about it needs to change.
Set your strategies
Select the AI strategies that fit your book and set your risk guardrails. You choose how much of the book the engine runs.
Let the engine work
The AI monitors markets and automates execution while your team oversees everything.
The numbers speak for themselves.
While the broad market has whipsawed investors, SmartFolios are built to perform with less volatility. Real strategies, real numbers, updated as the market moves.
SmartOil
+37%
YTD Returns
Aggressive
+15%
YTD Returns
Conservative
+13%
YTD Returns
Balanced
+9%
YTD Returns
SmartShield
+9%
YTD Returns
Up to 37% returnswith less volatility.
*SmartFolio performance changes in real time. Above performance reflects data as of 8/17/26. See disclosures below.
*SmartFolio performance changes in real time. Above performance reflects data as of 8/17/26. See disclosures below. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal. iFlip is a service mark of FlipInvestor, Inc., a software-as-a-service provider. FlipInvestor, Inc. is not a registered investment adviser and does not provide tax, investment, or financial advice.
Advisor questions, answered.
See AdvisorLayer in action
30 minutes. Your firm's use case. No obligation.
Prefer email? Reach us at advisors@iflipinvest.com.