Forty-five minutes of pre-meeting research, every time.
The traditional cycle of prepping for client reviews is broken — fragmented sources, no audit trail, and the best hours of the day lost to tab-switching.
Drowning in tabs
SEC EDGAR in one tab. Bloomberg in another. Client docs in a folder somewhere. Piecing research across fragmented sources wastes your best hours.
No audit trail
When compliance asks how you arrived at a recommendation, can you produce a timestamped, sourced trail? Most advisors can't.
Scattered data
Client portfolios, financial plans, and market research live in different systems. Pulling it together for each meeting is manual and error-prone.
Ask a question. Get analysis and action.
AdvisorIQ reasons through your question using 25 specialized tools — pulling portfolio data, running risk analysis, checking suitability, and taking action — all in a single conversation.
The Chen portfolio ($1.2M) has returned +8.2% over 90 days, outperforming the S&P 500's 6.1%.
⚑ Two concerns:
1. AAPL concentration — 15.2% in a single stock exceeds the 10% threshold for a moderate risk profile1.
2. Beta misalignment — Portfolio beta of 1.3 exceeds the 0.8–1.2 range expected2.
From question to cited answer, in seconds.
Upload & connect.
Upload portfolios, financial plans, prospectuses. Connect market data sources. Your firm's knowledge base, organized.
Ask anything.
Natural language questions about any client's portfolio. "What's our exposure to China?" "Draft talking points for the Chen meeting."
Get cited answers.
Research-grade answers with inline citations, confidence scores, and source links. Audit-ready, exportable.
Research, analyze, and act.
AdvisorIQ thinks through problems, uses 25 specialized tools, and takes action on your behalf — every step logged for compliance.
Multi-source synthesis.
One query spans SEC EDGAR, FRED, financial news, prediction markets, and your uploaded documents — then synthesizes a cited, sourced answer.
- ·One query, every source
- ·Confidence scoring per answer
- ·Inline citations to source & page
Risk, beta, drift.
Computes portfolio beta, concentration risk, max drawdown, and performance attribution — cross-checked against each client's stated risk tolerance.
- ·Risk alignment vs. suitability
- ·Performance attribution by holding
- ·Concentration alerts, single-stock & sector
Takes action, not just notes.
Create action items, append client notes, and flag portfolios for review — directly from the conversation. Every action logged in an immutable trail.
- ·Follow-up tasks from any query
- ·Timestamped client notes
- ·Full audit trail & reasoning trace
Built for fiduciary responsibility.
Your client data stays yours. Full stop.
Firm-level data isolation. AES-256 encryption at rest and in transit. Your documents never train a shared model, and every interaction is logged in an immutable audit trail your compliance team can export at will.
Plans that scale with your firm.
Free forever for solo advisors. Upgrade as you grow.
- +1 advisor seat
- +5 clients
- +250 AI credits / mo
- +100 MB document storage
- +SEC & news data sources
- +PDF audit export
- +Up to 5 seats
- +25 clients / seat
- +2,000 credits / seat / mo
- +1 GB document storage
- +All data sources
- +Email support