DriftGuard

DriftGuard is a web app (with optional mobile companion) for small RIAs and independent advisors who struggle with portfolio drift, cash drag, and inconsistent rebalancing across many client accounts. It connects to custodians and portfolio accounting systems, monitors allocations vs. model targets, and flags actionable exceptions: overweight/underweight bands breached, concentrated positions, wash-sale risk, and tax-lot opportunities. An AI layer summarizes “what changed and why” in plain English, drafts client-ready notes, and proposes a trade list that the advisor can approve and export to their trading platform. The product is intentionally narrow: exception-driven rebalancing and communication, not a full portfolio management suite. It reduces daily noise, standardizes processes, and helps advisors prove ongoing value during volatile markets without hiring more ops staff.