See the whole thing in thirty seconds.
Fill this in and you get your own firm — not a shared demo login. Your own advisor code, your own seeded book of clients, portfolios, models and drift, and the same portal a paying firm uses. Poke at all of it for 30 days. Every other platform on an RIA's shortlist offers a recorded demo or a sales call first; this is the working product, with API keys, before anyone asks for your calendar. Want to see pixels before you type anything? The three-minute tour is real captures of the same seeded book.
- Your own tenant, isolated from every other trial
- A seeded book — 20 clients, 43 accounts, 4 portfolios on 3 firm models, three years of history
- The production rebalancing, tax and performance engines
- No credit card, no demo gatekeeping, no scheduling link
What You Actually Get
A firm, not a screenshot tour.
A real tenant, not a sandbox mock
Signing up provisions an actual firm, branch, advisor code and portal login — the same structures a production firm runs on, flagged as a trial. Your data is scoped to your advisor code by the same authorization path that scopes every other firm.
Real engines, real prices
Rebalancing, drift, tax-lot accounting, wash-sale detection, performance and billing are the production code paths — the actual software, not a walkthrough. Market data is real: your book holds real securities at real (delayed) prices. What is simulated is everything downstream of a trading decision — fills, custody, settlement and identity verification.
Nothing gets thrown away
If you go ahead, the firm you explored becomes your live one — models, settings and configuration intact. Most trials make you start over on day one of the contract. This one doesn't.
First Fifteen Minutes
Where to point yourself.
The platform is broad enough that an unguided tour is a bad first impression. Two routes through it, depending on what you came to check.
If you run an advisory firm
- 1Open a household and look at how accounts roll up
- 2Assign a model and watch multi-dimensional drift populate
- 3Run a tax-aware rebalance and read the proposed trades
- 4Place a few orders, then open the tax overlay and watch lots and harvest candidates appear
If you're evaluating a client experience
- 1Sign in to the client portal as the seeded advised client — the login is on your dashboard
- 2Sign in as a seeded self-directed client and compare the two experiences
- 3Place a fractional order and follow it to the ledger
- 4Read the client-facing AI insights and their disclosures
Before You Sign Up
Four things we'd rather you heard from us.
The sandbox holds no real assets. Interpose is not a registered broker-dealer and does not provide custody. Your orders are real records routed to a local simulator, and the gate that keeps them there lives on your account rather than in a deploy setting — no client money, no external execution, no settlement. Where production deployments exist, brokerage and custody are provided by your custodian or partner, not by us.
Signup gives you a portal login; you issue your own API keys. One call with that login mints a machine credential scoped to your firm and rep code, and the secret is shown once. There is no separate sandbox API host — you call the same API a paying firm calls, scoped to your own tenant. The permission group you pick is enforced on every request rather than merely recorded: a key without the scope for a route is refused with a 403 naming what it is missing. Your firm and rep-code scoping applies underneath that and is never widened by a scope. One caveat worth knowing before you test it: a handful of POST routes are compute or subscribe operations mapped to their read scope, so a read-only key can call those. The quickstart walks the whole path, signup to first authenticated call.
Market data is delayed. Trials and early production deployments run on end-of-day and delayed pricing, which is what portfolio management actually needs. Real-time display to end investors carries exchange fees and gets turned on deliberately, not by default.
Trials are capped, so sign-ups can close temporarily. A trial tenant costs real compute. If provisioning is unavailable when you try, that's the cap, not a bug — email hello@interposehq.com and we'll open one up.
And when you want a real answer
The sandbox answers most of what a demo would, and it answers it without a calendar invite. For everything it can't — your own book, your custodians, a contract — email us. You'll be talking to the person who built it.