Model portfolios and analytical tools for investment research and planning.
Cali Advisory is a professional platform for exploring portfolio models, risk frameworks, and allocation logic across traditional and digital assets. Built for analysts, investment teams, and institutions that require transparency, documentation, and control.
Informational and planning tools only. No personalized investment advice is provided.
Professional
Independent analysts, sophisticated users, and professionals evaluating portfolio structure and risk.
- • Access to model portfolio library
- • Defined risk bands and assumptions
- • Allocation logic and portfolio composition views
- • Scenario and stress analysis tools
- • Portfolio diagnostics (drift, concentration, exposure)
- • PDF and CSV exports
- • Methodology and documentation access
Institutional
RIAs, family offices, fintech teams, and investment committees using the platform for internal evaluation and research.
- • Everything in Professional
- • Full methodology and policy documentation
- • Monitoring and lifecycle views
- • Model versioning and change history
- • Audit-friendly reporting outputs
- • Priority access and early feature access
Enterprise / Internal Deployment
Custom pricing starting at $1,000+/month for internal deployment and expanded usage.
- • Expanded usage limits
- • Internal deployment options
- • Custom model libraries
- • Governance and audit support
- • Dedicated onboarding and support
Subscriptions are purchased on the Cali Technologies website and applied to your Cali Platform account automatically.
Access is linked to the email used at checkout. Sign in to the platform with that email to unlock your modules.
If you already have a platform session open, refresh once to load your entitlements.
Platform capabilities across all tiers
Portfolio Models & Analytics
- • Model portfolio library and sleeves
- • Risk bands, constraints, and assumptions
- • Portfolio structure, weights, and exposures
- • Scenario and stress analysis views
Research & Methodology
- • Methodology and policy documentation
- • Versioned models and change history
- • Assumption sets for different profiles
- • Internal review and committee-ready materials
Monitoring & Reporting
- • Drift and concentration diagnostics
- • Monitoring and lifecycle views
- • Audit-friendly reporting outputs
- • PDF, CSV, and export tooling
Support & Training
- • Onboarding assistance
- • Documentation & guides
- • Team training sessions
- • Priority support on higher tiers
Explore Cali Advisory for research and planning.
Cali Advisory is designed for professionals who want clarity into portfolio structure, risk, and methodology — without execution, personalization, or advisory engagement.
Cali Advisory provides model portfolios and analytical tools for informational and planning purposes only. It does not provide personalized investment advice or act as an investment adviser.