FAQ

Frequently asked questions

Answers to the questions we hear most often from families and advisers evaluating Adler Forge. If you don't find what you're looking for, our team is happy to walk through it with you directly.

What does Adler Forge actually do?

Adler Forge uses AI-driven data analysis to help family investment portfolios make better-informed allocation and rebalancing decisions. We surface patterns across market data and portfolio structure, then present clear, explainable recommendations so your team can act with more confidence — the final decisions always remain with you or your adviser.

Is Adler Forge a fund manager or broker?

No. Adler Forge is a decision-support platform, not a fund manager, broker-dealer, or custodian. We do not hold client assets. We provide analysis and optimisation tools that sit alongside your existing custody, brokerage, and advisory relationships.

Are there lock-up periods on withdrawals?

Adler Forge does not impose lock-up periods. Because we do not custody assets, your capital remains held with your chosen custodian or broker, and access to it is governed by that relationship rather than by us. Our platform is designed around the principle of leaving your liquidity intact.

What kind of data does the AI analyse?

The platform draws on portfolio composition, historical performance data, and broader market indicators to identify patterns relevant to allocation and risk. The specific data sources and inputs used for your account depend on your setup, and our team can walk you through the details during onboarding.

Who is Adler Forge designed for?

Adler Forge is built primarily for family offices, private investment groups, and advisers managing multi-generational or concentrated portfolios who want an additional analytical layer without altering their existing custody or investment structure.

Do I need technical or investment expertise to use it?

The interface is designed to present findings in plain language, with supporting detail available for those who want to go deeper. That said, Adler Forge is intended to support experienced decision-makers and advisers — it is not a substitute for professional judgement or financial advice.

How does the methodology validation process work?

Our approach involves structured back-testing and ongoing review of how recommendations perform against actual outcomes over time. This is covered in more detail in the Methodology section of our features page, including how models are checked and adjusted.

Can Adler Forge integrate with our existing custodian or reporting tools?

Integration options depend on your existing setup. During an initial conversation, we review what systems and data feeds you currently use and discuss what connections are practical for your situation.

How is our data kept secure?

Protecting client and portfolio data is treated as a core requirement of the platform. Specific security practices and data-handling terms are set out in our Privacy Policy and in the agreement provided during onboarding.

How do we get started?

The best starting point is a demonstration, where we look at your current portfolio structure and objectives and show how Adler Forge would apply in practice. You can request one directly from the homepage or get in touch through the Contact page.

Still have questions?

Our team is available to talk through how Adler Forge would fit your specific portfolio and structure.