For Financial Advisors
Deliver Institutional-Grade Research. At a Fraction of the Cost.
Branded research exports, compliance-ready audit trails, and AI-powered fiduciary analysis. Serve more clients without sacrificing rigor.
90%+
Retention
50+
Companies
100%
Compliance Ready
Branded Reports
The Problem
Research workflows built for a different era.
Manual Compliance Documentation
Regulators demand research trails. Manual workflows create risk and eat hours.
No Branded Research Output
Larger firms send polished reports. Your practice sends spreadsheets.
Competing with Larger Firms
Wirehouses have Bloomberg. You need institutional tools at indie prices.
How It Works
From question to client-ready report in minutes.
Research
Ask questions about companies in plain English. Get AI analysis with citations.
Document
Every query timestamped, every source cited. Compliance trail builds automatically.
Deliver
Export branded PDF reports with your firm logo, compliance disclosures, and citations.
Built for Advisors
Every feature, compliance-first.
Compliance Audit Trail
Every query timestamped, every source cited. Fiduciary-grade documentation that satisfies regulators.
Branded PDF Export
Reports with your firm logo, brand colors, compliance disclosures, and full source citations.
Fiduciary Analysis
AI analysis built for fiduciary standard, not just data lookups. Research you can stand behind.
Client-Ready Reports
Financial summaries, peer comparisons, and risk analysis with citations. Ready to send.
Advisor Tier
$599/mo
Serve More Clients. Never Miss a Compliance Step.
- 50+ companies monitored
- Branded PDF exports
- Compliance audit trail
- Fiduciary analysis
- Unlimited AI queries
- Priority support
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[Name]
[Title], [Company]
Ready to extract the signal?
Start with 3 companies for free. No credit card required.