Research-grade answers.
Audit-ready citations.
The AI research assistant built exclusively for independent financial advisors. Synthesize SEC filings, market data, and client documents into sourced, compliant answers in seconds.
Limited beta · Approved advisors get immediate access
Everything you need
Built for how advisors actually work
One platform that replaces manual pre-meeting research with AI-powered, compliance-ready synthesis.
RAG-Powered Research
Ask natural language questions about any client's portfolio. Get cited, sourced answers synthesized from SEC filings, market data, and uploaded documents.
Pre-Meeting Briefs
Auto-generated daily briefs with holdings snapshots, relevant news, upcoming catalysts, and prior action items — ready 30 minutes before every meeting.
Compliance-Ready Audit Trail
Every query. Every answer. Every citation. Timestamped and immutable. Export PDF or CSV audit logs designed for regulatory retention requirements.
Client Context Awareness
Queries are scoped to each client's holdings, uploaded documents, and AUM tier. The AI understands portfolio composition before answering.
Multi-Source Intelligence
Pull from SEC EDGAR, prediction markets, FRED macro data, financial news, market intelligence, and your own uploaded PDFs — all in one query.
8-Second Answers
Research that used to take 45 minutes now takes seconds. Confidence scoring tells you exactly how reliable each answer is.
What advisors say
Trusted by advisors across North America
“AdvisorIQ cut my pre-meeting prep from 45 minutes to under 5. The citations give me confidence that every piece of research is sourced and audit-ready.”
Sarah Chen
CFP, Independent RIA · Chen Wealth Advisory
$85M AUM
“Finally, an AI tool that understands compliance. Every answer links back to the source document — my compliance officer loves the audit export.”
Michael Torres
CFA, Portfolio Manager · Torres Capital Partners
$210M AUM
“The pre-meeting briefs alone are worth the subscription. Walking into client meetings with a holdings snapshot, latest news, and talking points — it's a game changer.”
Rachel Wong
CFP, Financial Planner · Horizon Financial Group
$45M AUM
Simple pricing
Plans that scale with your firm
Free forever for solo advisors. Upgrade as you grow.
Annual billing saves 15%.
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
- 200 queries/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
Ready to transform your
pre-meeting research?
Join the waitlist to get early access.
We're onboarding select firms during our private beta.