Plugs into the stack you already run.
AdvisorIQ researches from primary market and macro data, then cites every source by name. Connect the apps you run — Wealthbox and DocuSign today, more on the way — with your data kept encrypted and isolated to your firm.
Every connector, one directory.
Filter by category or search by name. Live connectors are production-ready today; everything marked “on the roadmap” is planned and prioritized by demand from private-beta firms.
10-Ks, 10-Qs, and 8-Ks pulled live and chunked by section — cited inline.
Federal Reserve macroeconomic indicators, cited to the series.
Equity and ETF prices, fundamentals, and sector performance.
Timestamped market and company news, retrieved as a distinct cited source.
Forward-looking event probabilities surfaced inside research answers.
Reference and pricing data for firms with a Terminal entitlement.
Fund and ETF profiles, ratings, and sector weights.
Fundamental and economic time series for deeper screening.
Read-only household and contact sync, so briefs carry full relationship context. Connect in Settings.
Household and contact sync for Redtail, alongside Wealthbox.
Financial Services Cloud objects mapped to the AdvisorIQ household model.
Pipeline and contact sync for firms running HubSpot as their CRM.
Your uploaded IPS, ADVs, and research — searched via private, firm-isolated RAG.
Send and track signatures on IPS, advisory agreements, and beneficiary forms. Connect in Settings.
Index client folders into the vault as a cited, isolated corpus.
Pull plans, statements, and prospectuses straight from shared folders.
Enterprise content management with retention and governance intact.
SharePoint and OneDrive document libraries indexed to your tenant.
Position-level holdings, cost basis, and cash for drift and brief context.
Custodial accounts and balances for drift and concentration checks.
Brokerage holdings reconciled and tagged to source for every cited figure.
Modern custodial sync for RIAs — accounts, positions, and transfers.
Advisor custody and clearing data for households under one roof.
Multi-asset brokerage positions including options and international holdings.
Independent broker-dealer accounts and held-away assets.
Clearing and custody data for digitally-native advisory platforms.
Financial plans and cash-flow projections as context for advice.
Plan assumptions and goals folded into suitability reasoning.
Goal-based plans synced for households you advise.
Tax-return analysis surfaced alongside portfolio and planning data.
Performance, billing, and reporting data unified with research.
Portfolio accounting and client reporting from SS&C Black Diamond.
Rebalancing and reporting context for Envestnet Tamarac firms.
Multi-custodial aggregation for complex, high-net-worth balance sheets.
Reads your schedule to auto-trigger pre-meeting briefs the night before.
Calendar and contacts sync for firms on Microsoft 365.
Import meeting recordings and transcripts as a cited source for follow-ups.
New bookings spin up a household brief automatically.
Jump, Zocks, and others — bring transcripts in and ground answers on them.
Answers grounded in primary sources.
Every figure traces back to its source.
AdvisorIQ retrieves from SEC EDGAR, FRED, market data, financial news, and your firm’s own documents — then quotes them to the chunk. No statements to upload for research, and any number in an answer links back to the record it came from.
From source to cited answer.
Research data is always on.
SEC filings, FRED, market data, financial news, and prediction markets are built in — no setup, available to every answer from day one.
Connect your apps in Settings.
Link Wealthbox with a read-only API token or authorize DocuSign over OAuth. Credentials are encrypted, scoped to your firm, and revocable in one click.
Cited in every answer.
Once connected, a source is available to research immediately — and every figure it contributes is cited by name, with a link back to the record.
Connected, not exposed.
Connectors request the narrowest scope that does the job — read-only wherever the provider allows. Tokens are encrypted, scoped to your firm’s tenant, and revocable in one click. Every sync and every answer that touches connected data is logged to your audit trail.
Tell us what you run next.
We prioritize new connectors by demand from private-beta firms. If the tool you’d connect next is on the roadmap above, let us know and we’ll tell you where it sits — and Enterprise plans include custom integrations.