SoftPak Portfolio Intelligence
The modern RIA workspace
Be first in line.
SoftPak Portfolio Intelligence identifies priorities across portfolio management, client activities, and advisory workflows. It prepares critical tasks for review while keeping advisors in control. Early access is planned for February 2027.
Counting down to Monday, Oct 19 · Pacific Time
Drift rebalance · 37 households
Due 10:00 AM · 2 need a second approver
Okonkwo retirement call
Today 11:00 AM · brief ready from the last meeting
Rodriguez follow-up email
Due today · drafted from this morning's review
Q3 fee run · 12 exceptions
Due Fri 9:00 AM · 9 of 12 resolved
Portfolio Intelligence
Spots · Prioritizes · Prepares
SoftPak Portfolio Intelligence organizes advisory workflows and prepares critical decisions for review.
- When
Oct 19–21, 2026
Monday to Wednesday
- Where
Booth #30
Waldorf Astoria Monarch Beach, RIA Edge Orange County
- Opening keynote
The RIA's day, reorganized.
Erica Landry, SoftPak · Tue, Oct 20 · 9:05–9:30 AM PT · Monarch Ballroom
Opening keynote
RIA Edge Orange County
Bringing Intelligence to
RIA Operations
Erica Landry
Chief Marketing Officer
Erica Landry explores how agentic AI is transforming portfolio management while keeping advisors accountable for critical decisions. Discover how AI-powered workflows can prepare trades, identify exceptions, and support advisor oversight without compromising fiduciary responsibility.
The Future of RIA Workspace
You find the work
- Manually identify portfolio drift and potential trading conflicts.
- Review billing records to detect fee discrepancies.
- Search client communications for pending requests.
- Gather client history and prepare meeting briefs.
- Track reporting deadlines and outstanding approvals.
The work finds you.
Portfolio oversight. Drift alerts and proposed trades for review.- Billing management. Fee exceptions identified for approval.
- Client management. Pending requests and follow-ups prioritized.
- Meeting preparation. Client briefs and action items organized.
- Performance reporting. Reports prepared for review and approval.
Three Layers. One Connected Workspace.
SoftPak Portfolio Intelligence connects portfolio management, rebalancing, billing, reporting, and client workflows in one workspace. AI-powered assistance identifies priorities, prepares recommendations, and highlights exceptions requiring attention. Advisors review critical decisions, maintain oversight, and remain accountable for every approval.
Experience it live at Booth #30Human Oversight
Review · Approve · Send
AI-Powered Assistance
Spots · Prioritizes · Prepares
Portfolio & Advisory Workflows
- Account monitoring
- Trading
- CRM
- Billing
- Tax-aware rebalancing
- Reporting
How It Works
SoftPak Portfolio Intelligence helps advisors move from scattered tasks to informed decisions by identifying what matters, organizing priorities, and preparing work for review.
- 1Spots
See what needs attention.
Identifies portfolio drift, workflow exceptions, and pending client activities across connected operations.
- 2Prioritizes
Focus on what matters most.
Organizes tasks and exceptions so advisors can address time-sensitive work and decisions requiring their judgment.
- 3Prepares
Make decisions with confidence.
Brings together relevant information and prepares proposed actions for advisor review and approval.
What It Touches
More than trades.
Six parts of your practice, one ranked day. Pick an area to see what Portfolio Intelligence spots, and what it hands you prepared.
Drift rebalance · 37 households
Due 10:00 AM · 2 need a second approver
SpotsAccounts drifting from target allocations and potential trading exceptions.
PreparesProposed rebalancing actions with relevant portfolio information for advisor review.
Why it's on your day
Portfolio changes may require professional judgment before trades are approved.
Review the recommendation. Keep control of the decision.
Be Among the First to Experience SoftPak Portfolio Intelligence
Join the early-access list to receive product updates and information about upcoming availability.
Frequently Asked Questions
RIA Edge Orange County · Oct 19–21 · Waldorf Astoria Monarch Beach