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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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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.
Multi-tool reasoning
Calls 25 specialized tools to build comprehensive answers
Inline citations
Every claim links to the source document and page
Takes action
Creates tasks, appends notes, flags portfolios for review
How's the Chen portfolio looking? Any concerns I should bring up in our meeting tomorrow?
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 typical 10% threshold for a moderate risk profile.Risk analysis
2. Beta misalignment — Portfolio beta of 1.3 exceeds the 0.8–1.2 range expected for the stated MODERATE risk tolerance.Suitability
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
An agentic advisor, not another chatbot
Research, analyze, and act — AdvisorIQ thinks through problems, uses 25 specialized tools, and takes action on your behalf.
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
Portfolio analytics
Risk Analysis & Performance Attribution
Go beyond simple returns. AdvisorIQ computes portfolio beta, concentration risk, max drawdown, and performance attribution — then cross-checks against each client's stated risk tolerance. Spot suitability drift before your compliance officer does.
- Risk alignment check — portfolio beta vs. suitability profile
- Performance attribution by holding and sector, S&P 500 alpha
- Concentration alerts for single-stock and sector overweights
25
tools at your fingertips
Agentic workflow
Takes Action, Not Just Answers
AdvisorIQ doesn't just research — it acts. Create action items, append client notes, and flag portfolios for review directly from the conversation. Every action is logged in an immutable audit trail for compliance.
- Create follow-up tasks and action items from any conversation
- Append timestamped notes to client relationship records
- Full audit trail — every action logged with reasoning trace
100%
interactions audited
25 specialized tools
Every tool an advisor needs, one conversation away
AdvisorIQ's agent reasons through complex questions by calling specialized tools — from market research to portfolio analytics to taking action.
Market Research
6Portfolio Analytics
6Client Intelligence
4Actions & Workflow
3Data 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
- 250 AI credits/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
- 2,000 AI credits/seat/month
- 1 GB document storage
- All data sources
- PDF audit export
- Email support
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For growing firms with multiple advisors.
- Up to 50 seats
- 100 clients
- 5,000 AI credits/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 AI credits
- Custom storage
- All data sources + custom integrations
- Custom audit templates
- API access
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All plans include: AES-256 encryption · Firm-level data isolation · Immutable audit trail · Learn more
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