About ExplainVest
We help independent advisors and wealth managers document investment decisions with full transparency, FCA-ready audit trails, and deterministic scoring you can replicate in Excel and explain to clients and regulators.
Vision
Empower independent advisors and wealth managers with transparent, evidence-based insights that support — not replace — professional judgment. Built for real-world regulatory environments.
Mission
Deliver deterministic investment research tools with complete audit trails, evidence traceability, and FCA-ready compliance exports. Information-only service designed for advisors and wealth management firms.
Platform at a Glance
What We Do
Deterministic Verdicts
Every verdict output is produced by a deterministic, Excel-replicable engine. No black boxes in core research flows.
In plain terms: same inputs lead to the same outputs, which supports repeatability and audit review.
Model Transparency
Full visibility into model versions, data sources, and analysis timestamps. Configurable version tracking for audit trails.
FCA Compliance
One-click compliance exports with full data provenance, model versioning, and evidence trails. Enterprise-ready from day one.
Commercial Readiness
Performance Diagnostics
Internal performance diagnostics track the validated verdict engine over rolling windows, with full transparency on BUY/HOLD/AVOID outcomes and sector-specific metrics. Past performance is not indicative of future results.
ROI Case Studies
Case studies focus on documentation and governance outcomes: time saved on file notes, clearer audit trails, and smoother compliance reviews — not headline alpha numbers.
Pilot Program
Structured 6-8 week pilot for B2B customers (£1K-2K). Clear success KPIs around documentation and governance, weekly check-ins, and full credit toward annual subscription.
Compliance Exports
Audit trail exports designed for FCA-regulated workflows, with complete data provenance, model versions, and evidence citations. Enterprise-grade auditability.
Key Production Features
Regulatory Positioning
Who It's For
- FCA-regulated independent financial advisors
- Wealth management firms and advisory teams
- Institutional investment committees
- Professionals who must justify investment decisions
Who It's NOT For
- Retail DIY traders seeking automated trading
- Unregulated individuals seeking investment advice
- Users seeking guaranteed returns or promises
How Advisors Remain Decision-Makers
ExplainVest is decision-support software, not an automated advisor. Every insight is presented as information-only research signals. Advisors review, validate, and make final decisions. The platform provides evidence, citations, and audit trails — but advisors remain fully responsible for all investment recommendations to clients.
B2B Solutions
We work with independent financial advisors, boutique wealth management firms, and small advisory teams. Our offerings include structured pilot programs and full FCA compliance support, with API access available only via dedicated pilots.
API Pilots
Limited pilots with custom quotas and SLAs
Pilot Programs
£1K-2K with success KPIs
Enterprise Support
Custom SLAs and dedicated support
Ready to Get Started?
Join independent advisors and wealth managers using deterministic research to improve efficiency, ensure compliance, and deliver better client outcomes.