For registered investment advisors
Filing Clarity for Advisors
$299 / month
or $2,990 / year
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Everything included:
- Weekly brief — why your clients' portfolios moved
- Organized by client family
- Your firm's branding on all output
- Client-ready draft generation
- Fan-out — one event to all affected household drafts
- 7am Book Digest — ranked by household exposure
- Command Center — book-wide triage
- Since-Last-Meeting Diff
- Week Ahead — upcoming earnings
- Custom alerts — in plain, natural language
- Real-time Essential alerts
- Priority support — human, same-day
Reads directly from SEC EDGAR. Cancel anytime. Questions? Talk to us.