Research software built for independent RIAs.
Independent RIAs need professional-grade research without the cost burden of institutional terminals. The Stock Research Terminal is built for advisor workflows: research, compare, explain, report, and collaborate.
Advisor teams can use shared watchlists, model portfolios, exports, and AI-generated thesis summaries to support client-ready investment conversations.
Advisor Research
Build repeatable equity research workflows for client portfolios.
Client-Ready Reporting
Generate research summaries, charts, and portfolio insights for review meetings.
Team Plans
Support multi-seat teams with shared research and collaboration features.
Frequently asked questions
Who is this for?
Independent advisors, active investors, boutique funds, family offices, and research-driven teams.
Does it replace every institutional terminal?
No. It focuses on practical research, analytics, reporting, and decision workflows rather than institutional messaging networks.
How do I get access?
Review the pricing plans or request a demo to discuss the right workflow and plan.