01
Case received
One bounded case enters the review.
In this illustrative flow, a fictional holdings snapshot and case metadata become one bounded review case. No brokerage login or client-identifying field is used.
Private beta · waitlist open
Your entire book. One workflow.
Corrly is building a private-beta review workflow for advisor teams: one review queue for your client book, calculation evidence attached to every finding, and advisor sign-off as the final gate — from source data to approved record.
What the beta includes
Planned for the private beta
Advisor-submitted snapshots, a review queue, calculation evidence per finding, approval steps, and scheduled change checks — one desk for the review work.
White-glove onboarding
We prepare the first review with you on a fictional sample case, so you see finished output before the desk asks for anything. No client data — intake and counsel gates come first.
Illustrative workflow preview
From intake to the next exception.
The proposed beta keeps evidence, handoffs, and advisor sign-off in one visible chain. Follow one fictional review through the intended workflow.
02
Coverage validation
Incomplete inputs stop the run.
Before any figure is promoted, the proposed workflow checks ticker coverage, portfolio weights, and the analysis window. It does not turn a partial portfolio into a complete-looking result.
03
Calculation + evidence
Versioned methods produce evidence-linked figures.
After validation passes, the proposed workflow records the engine and method versions, then attaches assumptions, limitations, and source references to each fictional result.
04
Advisor review
Evidence arrives before the decision.
In this illustrative flow, the advisor inspects the draft, calculation record, figure evidence, and analyst notes; then adds context, requests a correction, or approves. Corrly does not determine suitability.
05
Advisor-approved record
Approval seals one version—not the future.
The illustrative record preserves who approved which draft and calculation, and when. Later work starts a new versioned review rather than changing the approved record.
Proposed private-beta workflowIllustrative interface · fictitious data · not live software
CorrlyCASE JT-0711
Selected view: 01, One bounded case enters the review.
01 · Case received
One bounded case enters the review.
In this illustrative flow, a fictional holdings snapshot and case metadata become one bounded review case. No brokerage login or client-identifying field is used.
Case packet · JT-07112 files
holdings.csv5 positions · weights + as-of date
review-scope.txtConcentration diagnostic · advisor review
Intake gate
No account credentials
No client-identifying fields
Holdings total and date present
Source received
The input manifest is recorded; completeness validation is next.
1 / 5 primary
Full workspace blueprint
See the whole desk at once.
A static product-direction view of the proposed client book, review queue, evidence state, and advisor approval trail. All data below is fictitious.
Private beta previewIllustrative, fictitious client data · no live accounts
Corrly
Search clients, tickers, cases…⌘ K
Alex MorganMorgan AdvisoryPortfolio review operations
Client risk desk
A single view of reviews across the client book.
128 illustrative clients Sorted by material change
| Client | Portfolio value | Largest exposure | Est. variance contribution | Change since review | Evidence status | Report status | Open |
|---|---|---|---|---|---|---|---|
| JTJordan T.Individual | $1.24M | MSFT55.0% | 69.4%High | +6.2 ppvs Jun 28, 2026 | Strong | In progress | |
| ERElena R.Trust | $16.7M | NVDA34.1% | 28.6%High | +3.4 ppvs Jun 20, 2026 | Moderate | Ready | |
| SKSam K.Individual | $9.3M | AMZN22.8% | 17.2%Moderate | −1.1 ppvs Jun 29, 2026 | Moderate | Not started | |
| PNPriya N.Family office | $41.2M | GOOG19.6% | 15.1%Moderate | +0.6 ppvs Jun 21, 2026 | Strong | In progress | |
| MWMichael W.Individual | $7.8M | TSLA18.3% | 13.4%Moderate | −2.3 ppvs Jun 22, 2026 | Weak | Not started | |
| DCDenise C.Joint | $12.1M | AAPL16.7% | 11.9%Moderate | +0.8 ppvs Jun 27, 2026 | Moderate | Ready |
1–6 of 128
123
Review progress
Jordan T. · Concentration review
Source received
July 11, 2026 8:41 AM
All portfolio sources ingested
Calculations verified
July 11, 2026 9:16 AM
Risk metrics calculated and checked
- 3
Analyst review
July 11, 2026 10:02 AM
Assumptions, drivers, and evidence in review
- 4
Advisor approval
Pending
Final judgment before client delivery
Platform first · white-glove on-ramp
The platform is the product. The on-ramp is human.
Corrly prepares the first review with each advisor so the beta learns the real workflow before automating it. Beta feedback determines which parts deserve software next.
Workflow session, bookable today
A 20-minute teardown of how your last concentrated-stock review moved through the firm. No holdings, no client data — just the workflow.
Book a workflow sessionPlatform, earned by use
A planned operating layer for case intake, evidence review, advisor approval, and scheduled change checks.
Join the beta waitlist