Integrations & data

Grounded in real data. Fits your existing stack.

AdvisorIQ researches from primary sources and quotes them inline, so every answer is defensible. It sits alongside your CRM, custodian, and planning tools — adding the research and compliance layer they don't.

Research data sources

Every cited answer is grounded in these primary sources, retrieved live and quoted to the chunk.

  • SEC EDGAR

    10-K, 10-Q, and 8-K filings — read, retrieved, and cited inline.

  • FRED

    Federal Reserve economic data for macro and rate context.

  • Market data

    Equity and ETF prices, fundamentals, and sector performance.

  • Financial news

    Current headlines, synthesized with source attribution.

  • Firm documents

    Your uploaded IPS, ADVs, and research — searched via private RAG, firm-isolated.

  • Prediction markets

    Kalshi event probabilities for forward-looking macro signals.

Works alongside your stack

AdvisorIQ is the research and compliance layer — it complements the tools you already run rather than replacing them.

  • CRMs

    Wealthbox, Redtail — keep your system of record; we do the research.

  • Custodians

    Altruist, Schwab, Fidelity — import holdings and activity for drift and brief context.

  • Planning tools

    RightCapital and similar — we don't plan, we research the inputs you plan around.

  • Notetakers

    Jump, Zocks — they capture the meeting; we prep the research before and monitor after.

Need a specific integration? Enterprise plans include custom integrations — get in touch.

Stop researching. Start advising.

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