The operating system for luxury travel advisors.
Replace 5+ tools with one platform that pays for itself in month one — built around Claude Cowork, so the AI you already use becomes a co-pilot for your business.
Built for luxury travel advisors
- Independent agencies
- Host networks
- Boutique consortia
- Specialist advisors
One platform for every stage of the trip.
TripPortfolio replaces the patchwork of TravelJoy, Travefy, Axus, and a dozen spreadsheets — built around a Claude-powered co-pilot that knows your clients, your suppliers, and your taste.
Travel CRM
Clients, families, profiles, and custom fields — purpose-built for travel.
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Itinerary Builder
Drag-and-drop daily itineraries — generated by AI, polished by you.
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Claude Cowork MCP
The AI you already use, plugged directly into your client data.
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Hotel + DMC Quoting
Multi-option hotel quotes with view tracking — without leaving your workspace.
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Forms & Templates
Forms that auto-sync to the right client. No more passport-photo email chains.
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Invoicing & Commissions
Branded invoices, Stripe Connect payments, and supplier commission reconciliation.
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Client Mobile App
Travelers carry their itinerary, vouchers, and a direct line to you.
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Workflow Automation
Time-based triggers for pre-trip reminders, follow-ups, and birthday emails.
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Email Marketing
Branded email campaigns with open / click tracking, sent from your domain.
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For your clients
Your work, in their pocket.
Every itinerary you build syncs to a free iOS + Android app that your clients install once. They get the day-by-day, the offline vouchers, and a direct chat thread with you — branded as your agency on Studio and above.
Travelers never need a TripPortfolio account; your invitation logs them in. The advisor experience — the part this homepage is really about — runs entirely in the dashboard.
What advisors are saying
Composite voices from the beta program — drawn from real advisor interviews, attributed by specialty rather than name until our beta participants opt in to public quotes.
Frequently asked questions
Everything advisors ask before they switch. If you have something else, email us directly.
How do I migrate from TravelJoy?
Start with our CSV import wizard — a four-step flow with fuzzy column mapping and a validation preview that handles the client list export TravelJoy gives you. Trip and itinerary history can be brought across alongside it. Agency-tier accounts get assisted migration: our team reviews your export, maps the edge cases, and sits with you through the cutover so nothing slips.
Does this replace Travefy and Axus?
Yes — that is the point. TripPortfolio combines a real CRM, an AI-assisted itinerary builder with branded share links and PDF export, hotel and flight quoting, invoicing with Stripe, commission tracking, and a client mobile app in one workspace. Most advisors we onboard are leaving a TravelJoy + Travefy or TravelJoy + Axus stack and consolidating to a single subscription.
What is the Claude Cowork integration?
TripPortfolio ships a Model Context Protocol (MCP) server that securely exposes your itineraries, properties, contacts, quotes, and notes to Claude — or any other MCP-aware AI client. Connect once and Claude can draft proposals from your real supplier history, surface the right hotel for a returning client, and update trips with you in the loop. It is an agentic copilot that works with your data, not a chatbot bolted onto someone else’s. Available on the Agency plan.
How does the mobile app work for my clients?
Clients get a branded iOS, Android, and web app at app.tripportfolio.ai with their itinerary, documents, and a direct chat to you. Accounts are required from day one so docs stay private to the right traveler, and the itinerary plus boarding passes and confirmations are available offline once downloaded. Push notifications cover schedule changes and advisor messages.
Is my data secure?
TripPortfolio runs on Google Cloud — Firestore Native for structured data and Cloud Storage for files, both encrypted at rest with AES-256 and in transit with TLS 1.3. Every query is scoped to your organization at the auth layer, so no advisor or agency can read another’s data. Sensitive fields like passport and license numbers are encrypted at the application layer with per-tenant keys, and credit cards are tokenized through Stripe — we never store raw card data. Share links use single-purpose tokens; logged-in users use short-lived JWTs; programmatic access uses per-organization service tokens.
Can I customize branding for my agency?
Yes. Your logo and color palette flow through every traveler-facing surface: itinerary share pages, branded PDF exports, the client mobile app, invoices, and transactional email. Agency-tier accounts can also use a custom email sender domain so messages reach clients from your address, not ours.
For your clients
Your clients get the mobile app, too.
Everything for your trip, in one calm place. View your itinerary, chat with your advisor, and keep documents handy even when you’re off the grid.
View your itinerary
Day-by-day plans, confirmations, and reservation details — always in sync with your advisor.
Chat with your advisor
One thread, the whole trip. Quick answers before you go and on-the-ground support while you’re there.
Access docs offline
Boarding passes, vouchers, and contacts download automatically — no signal, no problem.
Free for travelers — your advisor invites you in.
