Your entire book.One workflow.Evidence throughout.
Corrly is building a private-beta review workflow for advisor teams: organize portfolio snapshots, inspect the evidence behind calculated findings, and route each draft through approval — with your sign-off final.
One organized desk
Your whole client book, one workflow.
Calculation summary
Methods, window, and sources named per figure.
You sign off
Approval gates end with your judgment.
Client risk desk
Reviews across the client book
Active reviews
7
Needs judgment
3
Reports ready
2
Evidence
Strong
Jordan T. · concentration review
Analyst reviewSelected finding
69.4%
estimated variance contribution from the largest holding
Client risk desk
Reviews across the client book
Active reviews
7
Needs judgment
3
Reports ready
2
Evidence
Strong
Jordan T.
MSFT · 55.0% · Reviewing
Elena R.
NVDA · 34.1% · Ready
Sam K.
AMZN · 22.8% · Gathering
Priya N.
GOOG · 19.6% · Complete
The platform is the product
Your book, prepared for review.
Corrly is building one place to surface concentrated portfolios, assemble the calculation evidence, and route each review to your approval. White-glove onboarding is the on-ramp: we prepare the first review with you, so the beta learns the real workflow before automating it.
On-ramp
White-glove first review
We walk a fictional sample case through the full workflow with you. Real-client cases open only after Corrly's intake and counsel gates are complete.
The evidence layer
Inspect, revise, approve
Every draft carries its calculation summary — methods, market-data window, and limitations named — so approval is an informed decision, not a rubber stamp.
Earned expansion
Scheduled change checks
The proposed beta compares advisor-approved snapshots on a schedule and returns material changes to the queue. Continuous monitoring is earned later, not claimed now.
From case to record
Every handoff visible.
Every claim inspectable.
Secure intake
Send the case, not the client.
Share an anonymized ticker-and-weight file. No brokerage connection, account credentials, or client PII required for the founding service.
Deterministic analysis
We calculate the risk picture.
Corrly measures concentration, co-movement, variance contribution, and realized stress behavior against a dated market-data window recorded in the calculation summary.
Human review
Evidence becomes a usable narrative.
A reviewer checks the figures, limitations, evidence strength, and client-safe language before the draft reaches your firm.
Advisor approval
You own the final judgment.
You review the evidence, add client context, and decide whether the finished report belongs in the conversation and the record.
The artifact
Built for the client conversation. Backed for the reviewer.
The client-facing review stays clear. The advisor appendix preserves the data snapshot, methods, assumptions, exact calculations, and correction trail behind it.
Corrly
Concentration review
Fictional client · real market data
Capital concentration
55.0%
largest illustrative holding
Variance contribution
69.4%
sample-covariance estimate
Effective risk bets
2.57
across five holdings
Evidence status
Strong
direct data + receipt
Evidence chain
Receipt availableSource data
Calculation
Human review
Advisor decision
Historical measurement for advisor review. This sample does not recommend a trade or determine suitability.
What stays exact
Three kinds of truth. Kept separate.
01
Direct data
Prices, holdings, fund disclosures, and dated observations.
02
Corrly analysis
Named estimators, assumptions, limitations, and reproducible calculations.
03
Advisor judgment
Suitability, goals, taxes, recommendations, and the final client language.
Join the waitlist. Help define the desk.
We are inviting a small group of independent advisors who work with concentrated-stock or equity-compensation clients. We can show a fictional sample today; real-client cases open only after Corrly's intake and counsel gates are complete. Do not submit client data.
- A 20-minute workflow teardown of how your last review moved through the firm
- A fictional sample review with its calculation summary
- One focused correction round on the sample
- Direct input into the approval workflow being built
Join the advisor beta waitlist
Tell us enough to know whether the founding workflow fits your practice.