Which of my clients need me this week?
The book ranked by drift and suitability rather than alphabetically. Who is off model, who has an open alert, whose review is due — before the advisor opens a single portfolio.
Solutions · Wealth advisory
Answer the client's question in the meeting.
Portfolio drift, fee impact, suitability and household-level performance — reasoned from your firm's own governed model, without an analyst in the loop and without leaving the conversation.
What an advisor actually asks.
Does this proposal still respect what the client asked for?
Stated exclusions and preferences applied when the proposal is generated rather than checked afterwards, with conflicts flagged against live holdings.
Will they still reach the goal?
Household projections with a confidence band, updated as positions move — so the answer given in the meeting is the same one that is in the file.
Is the model actually being followed?
Firm-wide adherence by model portfolio, tracked monthly against a committee floor, with the drift traced back to the fund substitutions causing it.
What it costs to find out late.
Most advisory businesses have good data and good people. What they do not have is the answer at the moment it is asked.
Eleven days of drift nobody saw
That is the average lag between a client moving off model and someone noticing. It is a supervision question as much as a service one.
One proposal in four, reworked
Because the suitability check ran after the proposal was drafted rather than before it. Cerium applies the constraints at generation.
Quarterly reviews against daily markets
The review cycle was built for a world where positions moved slowly. Continuous drift monitoring replaces the calendar with a shortlist.
Bring us one advisor's book.
We will show you who needs attention this week and why, on data shaped like yours. Proposals route through your order management platform — Cerium drafts and evidences, a person approves and sends.