Model the decision. Explore the alternatives. Explain the consequences. Transform the advisory relationship from reactive report generation to an ongoing decision partnership.
0
Spreadsheets to reconcile before reviews
100%
Visibility into strategy adherence and execution variance
Minutes
To complete holistic multi-asset balance sheet context
Immutable
Governance audit trail across life stages
The Advisory Transformation
InFrame transforms the advisory relationship from reactive report generation to ongoing decision partnership.
From initial balance sheet onboarding to rules-based strategy, timely action coordination, and scheduled governance check-ins.
Unify client assets, liabilities, individual stakes, and liquid runway in one real-time dashboard.
Define target allocations (e.g. 60/30/10), recurring contribution rules, and emergency cash buffer floors.
Generate timely Just-In-Time action instructions for the client to execute externally at their bank or broker.
InFrame monitors Strategy vs Reality continuously, surfacing non-prescriptive signals when allocations drift.
Conduct scheduled reviews and evolve versioned strategies with an immutable audit trail of past decisions.
Switch between Combined and Individual views, inspect defined Strategy rules, and review the Just-In-Time actions log.
Collaborative balance sheet context, Strategy rules, and timely action tracking.
Total Assets
€820,000
Real Estate, Equities, Cash & Pension
Total Liabilities
-€188,000
Leverage ratio: 22.9%
True Net Worth
€632,000
Liquidity Runway: 9.4 mos (€45,000)
Equities allocation (11.6%) vs defined Strategy target of 15.0% total net worth.
Target: Low-cost global index allocation, scheduled 1st of month.
Currently maintained at 9.4 months (€45,000).
Amortising primary residential liability steadily to zero.
Executed Sept 1 · Planned: €800 · Actual: €800
Executed Aug 15 · Planned: €500 · Actual: €300
Semi-annual liquidity check
InFrame continuously observes whether your active financial reality matches your intended strategy, surfacing clear signals without executing uninvited trades.
Public Markets Allocation is currently 72% vs your defined Strategy Target of 60% (+12.0% drift).
InFrame does not issue automated "Sell €X" broker orders. It informs you of the divergence so you can choose how to direct upcoming contributions or rebalance at your next review.
Maintain permanent clarity on what was recommended and decided at each review, protecting both advisor compliance and client alignment.
Aggressive Accumulation: 70% Equities / 20% Real Estate / 10% Cash
Monthly Inflow: €2,000 | 18 Actions Completed
Balanced Family Growth: 60% Equities / 25% Real Estate / 15% Cash
Monthly Inflow: €1,500 | Runway Floor: 6 Months (€28,800)
When reviewing decisions from three years ago, you never have to wonder what your thesis was. Past actions remain permanently anchored to the exact strategy version under which they were created.
InFrame prompts you or your advisor for periodic check-ins (semi-annually or annually). When life changes, formulate Version 2 with a recorded rationale while keeping past records pristine.
Monitor all client balance sheets in one clean dashboard. Notice liquidity runway changes and asset shifts proactively between reviews.
Establish clear target allocations, monthly contribution quotas, and minimum cash runway floors tailored to each client's horizon.
Clients receive clear action prompts to execute externally at their institutions, then log factual outcomes and variance without moralizing.
Spot when public market holdings or cash buffers move away from defined strategy targets without uninvited automated trading.
Tag every property, pension, and loan by stakeholder. Switch between personal and combined balance sheets in a single click.
Preserve an audit-proof log of past decisions answering "What did we decide, and why did the strategy evolve across life stages?".
Our authoritative research examines how forward-thinking financial advisors use continuous context layers and rules-based strategies to deepen client trust, prevent churn, and differentiate their practice.
Includes executive summary, client collaboration frameworks, and governance best practices.
Create client portfolios, formulate structured strategies, and lead confident conversations grounded in continuous financial context.