Overlap
Your "diversified" funds often hold the same top names.
Adrima builds a personalized portfolio and explains every holding in plain English. No AUM fees.
Educational decision-support • Privacy-first • Not investment advice
The risk is usually not one bad stock. It is structure you cannot see quickly.
Your "diversified" funds often hold the same top names.
Your real risk is more than "conservative vs aggressive."
Over time your allocation quietly changes away from your plan.
Unclear risk, overlap, guesswork.
Clear allocations, explicit tradeoffs, explainable holdings.
Answer up to 3 quick prompts. Get an instant diagnosis and next step.
How many funds/ETFs are in your main portfolio?
Do you know your total annual fee drag?
Could you explain why each holding is there?
Adrima maps your goals, constraints, timeline, and risk realities.
It constructs an allocation with holdings sized for your specific context.
You can ask "why" for every holding and see tradeoffs in plain language.
Not a black box recommendation feed.
No AUM incentives pushing asset growth at any cost.
Your data is handled with least-access defaults.
Every holding has rationale and tradeoff context.
Most options make you compromise. Adrima gives you clarity, speed, and explainability together.
| Capability | Robo advisor | Human consultant | DIY | Adrima All-in-one |
|---|---|---|---|---|
| Personalized to your full context | Limited | Yes | Depends | Yes |
| Explain every holding in plain language | Limited | Yes | No | Yes |
| Ongoing risk and drift monitoring | Basic | Varies | Manual | Yes |
| Time required from you | Low | Medium | High | Low |
| Pricing model | AUM fee | AUM or retainer | Time cost | Flat subscription |
| Incentives aligned with you | Mixed | Mixed | Yes | Yes |
| Privacy-first defaults | Varies | Varies | Varies | Yes |
Illustrative comparison. Features and pricing vary by provider.
No. Adrima is not a registered investment advisor. It is educational decision-support only.
Robo tools map you to model portfolios. Adrima builds and explains allocations for your specific situation.
Flat subscription pricing is planned. No AUM-based incentives.
You get a guided build, explainable holdings, and ongoing monitoring signals.
Privacy-first defaults. Data is not sold. See our Privacy Policy.
Adrima is not financial advice. Outputs are educational and should be reviewed with licensed professionals where needed.
Not a financial advisor. Educational decision-support only.
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