Frequently Asked Questions
Everything you need to know about our deterministic investment research platform for IFAs, wealth managers, and institutions
What is ExplainVest?
ExplainVest is a deterministic investment research platform for professional advisers: transparent BUY/HOLD/AVOID views from rule-based engines, evidence citations, audit trails, and reproducible methodology. Built for independent financial advisors (IFAs), wealth managers, and institutional workflows.
Do you provide tax calculations for individual client scenarios?
Not in the current phase. We provide a UK Tax & Wrapper Guide for research context only (ISA/SIPP/GIA baselines, US withholding assumptions, and domicile assumptions), but not individualized tax calculations, portfolio tax optimization, or personalized return outcomes. See /tax-wrapper-guide. This is not tax advice.
How are verdict outputs generated?
Core outputs combine quantitative scoring (QSE), multi-source market data (EODHD, Finnhub, Alpha Vantage), and structured sentiment. The production path is deterministic—no large language models in the request path—so results are reviewable and Excel-traceable where documented.
What technologies power the platform?
FastAPI backend, PostgreSQL, Redis caching, Celery automation, Prometheus monitoring, and EODHD-led market data. Enterprise-style infrastructure; core research is deterministic and does not rely on generative cloud models or vector similarity services in production.
What's the current coverage?
Major UK and US stock indices — including FTSE 100/250 and US large-cap benchmarks (e.g. S&P 500, Dow 30) — with market data, 20+ production features, a transparent multi-phase research pipeline, and full audit trail capabilities.
Case Studies
3 detailed ROI case studies with measurable outcomes across different customer segments.
View Case Studies →B2B Pilot
Structured 6-8 week pilot program for enterprise customers with clear success KPIs.
View Pilot Program →Still have questions?
Contact us to request a demo or learn more about our B2B pilot program. Invitation-only access for qualified advisors and institutions.