BLOXFOLIO

BLOXFOLIO is a portfolio design and rebalancing platform for financial advisors. Advisors build reusable blocks and composite models, assign them to client accounts, monitor drift against targets, and generate rebalance trades for manual or custodian-file execution. AI features help screen securities, build portfolios from a plain-English brief, and document the reasoning behind each portfolio. A compliance portal gives firms supervision, permissions, and an audit trail. Access is by invitation for U.S. registered investment advisors.