Corpus for advisors · private pilot
Send any prospect’s statements. Get back a factor brief, under your brand, that reads through the funds, prices the assets without tickers, and shows exactly what the incumbent advisor missed. The first one is free.
01 White-label · 02 48-hour turnaround · 03 Analytics only, never advice
“Expensive for what it is.”
“They charge per registered staff member. It doesn't matter if only half of them use the product.”
“Turns out people don't like answering risk tolerance questionnaires, they aren't very helpful, and advisors don't like asking.”
Corpus was built as the answer to those three sentences.
01
No questionnaire
The portfolio tells the truth. Factor analysis runs on the actual holdings, not on how a client felt about a quiz on a Tuesday.
02
The side-by-side that closes
Their current book against your proposed book, factor by factor. Corpus does the math. The recommendation stays yours.
03
Look-through past tickers
Funds x-rayed down to holdings. Land, LP stakes, gold, and private deals factor-tagged like everything else. Nobody else shows the prospect this page.
04
Your brand on every page
White-labeled from the first Brief. Your logo, your colors, your prospect. Corpus stays invisible.
05
Per advisor. Never per staff.
Pilot pricing is $99 per advisor per month, locked in for design partners. Advisors who use it. Not every licensed employee in the building.
06
A human answers
Founder-run pilot. Statements in, Brief out in 48 hours, replies the same day. Service is the product, not an upsell.
~9%
average HNW client allocation to alternatives
3.1%
advisors' target alt allocation by 2026, up from 2.3%
0
tickers on any of it
The land, the LP stakes, the gold, the building downtown: that is where HNW portfolios are drifting, and where every analytics stack goes quiet. Corpus factor-tags it all, so the client who asks “how am I really doing” finally gets a page instead of a shrug. Allocation figures: Cerulli Associates, 2024-2026.
01
Any custodian, any format. PDFs are fine. No integrations to set up, no data project, nothing to install.
02
Holdings parsed, funds read through to what they actually hold. A five-minute structured intake covers the private assets: what it is, where, leverage, counterparty.
03
Branded to your firm: factor exposures, hidden overlap, concentration flags, three stress scenarios, and the side-by-side against your proposal.
The math advisors do out loud: one prospect won pays for years of the tool. That’s why the first Brief is free; the Brief is the pitch.
Don’t take our word for it. Click through the desk.
The live demo walks a composite portfolio through the lens, the stress lab, and a fund-overlap teardown built on real holdings data.
The pilot
We’re taking five firms into the design-partner pilot. Send a real (anonymized) prospect portfolio, get the Brief in 48 hours, and keep pilot pricing for as long as you stay.
Corpus is analytics only: it flags exposures and runs scenarios, and never recommends buying, selling, or hedging anything. The advice, and the client, stay yours.