An AI-prepared client briefing in 60 seconds. Instead of switching between five websites for 25 minutes, an advisor walks into every client meeting with a cited briefing, social signal, and explicit risk flags — in the time it takes to make coffee.
For: Productivity Advisor
Wealth management firm
~3 hrs/advisor/day
Time reclaimed per advisor when client-meeting prep moves from manual research to AI-prepared briefings.
Based on ~25 min saved per stock × 8 client briefings per day.
$1.7M/year
Reclaimed advisor capacity for a 50-advisor firm. Reinvest in deeper coverage, more clients, or earlier days for your team.
~36k advisor-hours × $50/hr loaded cost. Reinvestment value at the firm's billed rate is several × higher.
Prep time per stock
25 min → 5 min
5× faster
Advisor capacity gain
+17 FTE-eq
50-advisor firm
Compliance posture
100% cited
0 buy/sell calls
Onboarding time
Week 1
vs. months
Before
25–60 minutes per client briefing, manually compiled.
Advisor flips between five websites — SEC, Yahoo, news, Reddit, Stocktwits.
Late filings get missed in the rush before a meeting.
Compliance review chases citations after the fact.
New hires take months to match a senior advisor's prep quality.
→
After
One ticker in, a cited briefing out — under 5 minutes including follow-ups.
One screen. Official facts on top, unverified social signal clearly labeled below.
Every filing is checked automatically; nothing slips through.
Every claim carries its citation — compliance is built in, not bolted on.
Day-one advisors produce the same brief structure as 20-year veterans.
Risk posture
The tool never gives buy/sell recommendations. That keeps the firm on the right side of SEC and FINRA "investment advice" rules. Every official claim is cited to the exact filing. Every social claim is tagged as unverified. Divergences between the two are surfaced, never papered over. Defensible by design.