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Summarize AAPL 10-K risk factors for the Chen portfolio
Based on Apple's 2024 10-K, the key risks impacting the Chen portfolio (12.4% AAPL allocation) include supply chain concentration in Greater China10-K p.14 and regulatory pressure on App Store fees10-K p.23
Real-time analysis of SEC filings and client data
The Efficiency Gap
45 minutes of manual research before every meeting
The traditional cycle of prepping for client reviews is broken, costing you countless hours on tasks that should take seconds.
Drowning in tabs
SEC EDGAR in one tab. Bloomberg in another. Client docs in a folder somewhere. Piecing together 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 all together for each meeting is a manual, error-prone grind.
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Stop switching between SEC filings, client documents, and market data. Ask a natural language question and get a sourced, compliance-ready answer in seconds.
Inline citations
Every claim links to the source document and page
Confidence scoring
Know exactly how reliable each answer is
Client-aware context
Answers scoped to each client's actual holdings
What are the key risk factors in AAPL's latest 10-K filing, and how do they affect the Chen portfolio?
Based on Apple's 2024 10-K filing, the key risk factors relevant to the Chen portfolio include:
1. Supply chain concentration — 85% of manufacturing is in Greater China, exposing the portfolio's 12.4% AAPL allocation to geopolitical risk.SEC 10-K p.14
2. Services revenue dependency — Regulatory scrutiny on App Store fees could impact the high-margin services segment.SEC 10-K p.23
How it works
From question to cited answer in seconds
Upload & Connect
Upload client documents — portfolios, financial plans, prospectuses. Connect to market data sources. Your firm's knowledge base, organized.
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Ask natural language questions about any client's portfolio. "What's our exposure to China?" "Summarize the AAPL 10-K risks." "Draft talking points for the Chen meeting."
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Receive research-grade answers with inline citations, confidence scores, and source links. Every response is audit-ready and exportable.
Built for how advisors actually work
Research intelligence, not another chatbot
Three capabilities that transform how your firm handles research, preparation, and compliance.
Core capability
Research Intelligence
Ask natural language questions about any client's portfolio. AdvisorIQ pulls from SEC EDGAR, FRED macro data, financial news, prediction markets, and your uploaded documents — then synthesizes a cited, sourced answer in seconds.
- Multi-source RAG — one query spans all your data sources
- 8-second answers replace 45 minutes of manual research
- Confidence scoring tells you how reliable each answer is
8s
avg. response time
Workflow automation
Pre-Meeting Briefs
Auto-generated daily briefs with a holdings snapshot, relevant news, upcoming catalysts, and prior action items — ready before every client meeting. Walk in prepared, not scrambling.
- Holdings snapshot with performance attribution
- Relevant SEC filings, news, and market moves surfaced
- Ready 30 minutes before every meeting, automatically
30m
before every meeting
Trust & compliance
Audit-Ready Compliance Trail
Every query, every answer, every citation — timestamped and immutable. Export PDF or CSV audit logs designed for SEC and FINRA regulatory retention requirements. Your compliance officer will love it.
- Immutable, timestamped logs for every research interaction
- One-click PDF and CSV export for regulatory retention
- Full-text search across your firm's entire audit history
100%
interactions logged
Data sources
One query. Every source that matters.
AdvisorIQ pulls from regulatory filings, macro data, market intelligence, and your own uploaded documents — all synthesized in a single answer.
SEC EDGAR
10-K, 10-Q, 8-K filings
FRED
Federal Reserve economic data
Financial News
Real-time market coverage
Market Intelligence
Pricing, analyst consensus
Prediction Markets
Event probability data
Your Documents
PDFs, plans, prospectuses
FAQ
Questions advisors ask us
Simple pricing
Plans that scale with your firm
Free forever for solo advisors. Upgrade as you grow.
Free
For solo advisors exploring AI-powered research.
- 1 advisor seat
- 5 clients
- 25 queries/month
- 100 MB document storage
- SEC & news data sources
- PDF audit export
- Community support
Professional
For solo advisors ready to scale their practice.
- Up to 5 seats
- 25 clients/seat
- 200 queries/seat/month
- 1 GB document storage
- All data sources
- PDF audit export
- Email support
Team
For growing firms with multiple advisors.
- Up to 50 seats
- 100 clients
- 500 queries/seat/month
- 5 GB document storage
- All data sources
- PDF & CSV audit export
- Pre-meeting brief auto-gen
- Priority support
Enterprise
For established firms with high-volume needs.
- Unlimited seats
- Unlimited clients
- Unlimited queries
- Custom storage
- All data sources + custom integrations
- Custom audit templates
- API access
- SSO / SAML
- Dedicated account manager
All plans include: AES-256 encryption · Firm-level data isolation · Immutable audit trail · Learn more
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