Product snapshot
The same Research surfaces we use in pilot reviews — production UI, not marketing mock-ups.
Previews are confidentiality-safe: targeted redaction (e.g. where tickers and filenames often appear), light soften — illustrative only.
Wealth Lite — client inputs
Scenario inputs and optional advanced fields — planning aid for adviser-led suitability context.
Wealth Lite — goals & feasibility
Goal feasibility metrics and projected wealth bands — evidence for internal review, not a standalone recommendation.
Wealth Lite — allocation plan
Strategic mix and risk/return characteristics — structured inputs for governance and file documentation.
Wealth Lite — review (profile & runs)
Derived risk snapshot, input recap, run history, and audit/engine metadata — plus PDF/JSON exports.
Validated verdict
Verdict, confidence, and rationale structure — typical equity research output.
Validated portfolio
Portfolio diagnostics, concentration, and export actions (PDF / compliance JSON).
Client-ready report
Illustrative export layout suitable for file notes and review packs.
ETF analysis view
Methodology, run context, and explainability blocks for ETF research.
Backtested portfolio (historical)
Historical simulation context only — not a forecast of returns.
Reports library
Timestamped exports and downloadable PDF/HTML — audit-friendly trail.
ETF Portfolio Builder
Target mix, guardrails, and run controls — ties to “builder runs” pilot metrics.
ETF sleeve lineup
Allocation, roles, and sleeve-level evidence for governance review.
Considering a structured rollout? Advisor Pilot — success criteria, fee & request form