EquiLenz is not a replacement for portfolio management or CRM — it's the intelligence layer that connects to your existing tools and makes them smarter.
Research organized by what you hold, not what you search. See news, alerts, and analysis filtered through your actual client portfolios across every custodian.
AI-powered analysis of earnings calls and SEC filings. Ask questions in plain English, detect material changes, and get auto-generated briefs after every earnings season.
One-click branded investment commentary with full source citations and a compliance audit trail. Stop spending weekends writing quarterly updates.
Track whether management delivers on promises. We monitor forward-looking statements from earnings calls and measure actual results against commitments.
EquiLenz integrates with the custodial platforms and workflows you depend on. No rip-and-replace — just a smarter layer on top of what you already have.
Connect your custodian accounts and EquiLenz automatically organizes intelligence around your actual holdings across every client.
Custodian & CRM Integration Partners
Schwab • Fidelity • Pershing
CRM integrations coming soon
Request a personalized demo and see how EquiLenz fits into your advisory workflow.
Request Demo