Get the depth of institutional-grade research at a fraction of the cost — focused on the companies your clients actually hold.
Ask questions about any holding in plain English and get cited answers from actual earnings transcripts and SEC filings.
"What did management say about margins?"
EquiLenz searches across earnings call transcripts, 10-K and 10-Q filings, and other public disclosures to find the answer — with direct citations so you can verify the source yourself.
Natural language Q&A interface
Automatically compare each new 10-Q against the prior quarter. See what changed in risk factors, legal proceedings, and accounting policies — with materiality scoring to highlight what actually matters.
Material changes in SEC filings often signal important shifts before they show up in headlines. EquiLenz surfaces these changes automatically for every company your clients hold.
Filing change detection view
After every earnings call, get an auto-generated brief covering the essentials:
Briefs are generated automatically for every holding across your client portfolios. No manual research required — open EquiLenz the morning after earnings and the brief is waiting.
Earnings summary brief
Every holding gets a quality assessment that combines multiple dimensions of financial health, earnings quality, and management credibility into a clear, actionable view.
Our proprietary scoring methodology goes beyond simple financial ratios. It evaluates companies across several key dimensions to provide a holistic picture of investment quality — helping you identify potential risks before they become problems.
Proprietary scoring dashboard
Request a demo and see how EquiLenz transforms earnings season for your practice.
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