Run your entire practice on one platform.

Bract is the operations and intelligence layer for independent RIAs — meeting books, portfolio analytics, data ingestion, planning, and billing, powered by AI.

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What Bract does

Everything an independent advisor needs to run the practice.

Client meeting books

Institutional-quality quarterly reviews, generated automatically from your data.

Portfolio & investment analytics

Performance, allocation, and factor insight across every account and household.

Custodial data ingestion

Custodial and aggregator feeds — pulled in, reconciled, and kept current.

Financial planning

Tax, estate, cash-flow, and decumulation modeling, side by side.

Billing & forecasting

Fee billing plus run-rate and fee-change forecasting from your book.

Client intelligence

Households, entities, and relationships — mapped, searchable, and current.

Built for trust

Enterprise-grade security from day one.

SOC 2 Type 2 — in progress AWS infrastructure Encrypted in transit & at rest US-hosted data Per-firm data isolation

See Bract in action.

A short walkthrough of how Bract runs an advisory practice end to end.

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