Know what's happening to what your clients hold — before they call you.
EquiLenz connects to your custodian accounts and organizes earnings calls, SEC filings, and analyst research around your clients' actual portfolios. No more juggling a dozen tabs. No more missed surprises.
Everything you need, organized around what you hold
Portfolio-Aware Intelligence
Research organized by what you hold — not a firehose of everything. Earnings summaries, filing alerts, and analyst sentiment filtered to the positions that matter to your clients.
Management Credibility Score
Did the CEO deliver on last quarter's promises? EquiLenz tracks what executives said they would do and compares it to what actually happened — across every holding in your book.
One-Click Client Reports
Get your Saturdays back. Generate client-ready reports that explain what happened, what it means, and what you're watching — branded to your firm, in minutes instead of hours.
How It Works
Connect your custodian accounts
Securely link your custodial data with read-only access. EquiLenz imports your holdings and keeps them in sync automatically — no manual uploads, no spreadsheets.
See everything organized by holdings
Your dashboard shows intelligence organized around positions your clients actually own. Every earnings call, filing, and analyst note is mapped to the right accounts and portfolios.
AI analyzes earnings and filings automatically
When a company in your book reports earnings or files with the SEC, EquiLenz reads it so you don't have to. You get concise summaries, key metric changes, and management credibility tracking — delivered before the market opens.
Generate client-ready reports with one click
Select a client, pick the holdings to cover, and generate a polished report. Your branding, your voice, your clients' portfolios — produced in minutes, not hours.
The problem every independent advisor knows too well
The fragmented workflow
Today, keeping up with your clients' holdings means toggling between earnings transcripts, SEC filings, news feeds, analyst reports, and your portfolio management system. You're manually connecting dots across dozens of positions, hundreds of documents, and multiple accounts.
- Hours spent reading transcripts that may not affect your clients
- Important filings buried in generic news feeds
- Client calls you weren't prepared for
- Weekends lost to report writing
The EquiLenz approach
EquiLenz starts with what your clients own and works outward. By connecting directly to your custodian accounts, every piece of intelligence is automatically organized by client, account, and position. You see what matters, skip what doesn't, and respond faster.
- Intelligence filtered to your actual holdings
- Earnings and filings analyzed before you read them
- Management promises tracked quarter over quarter
- Client reports generated in minutes, not hours
Try EquiLenz free for 30 days
No credit card required. Connect your custodian accounts, see your holdings come to life with intelligence, and generate your first client report — all in your first session.
Request a Demo