Unlike other research tools where you search ticker by ticker, EquiLenz organizes everything around your actual client holdings. Every alert, every insight, every piece of analysis — filtered through what matters to your book.
"12 clients hold AAPL — here's why it matters today."
When news breaks, EquiLenz instantly shows you which holdings are affected across all client accounts. No more checking portfolios one by one. See the full impact of any event across your entire book of business in a single view.
Cross-portfolio impact view
News and alerts are ranked by actual portfolio exposure. A 5% position matters more than a 0.1% position — and EquiLenz treats them that way.
Stop wading through noise. Every notification and research item is prioritized by the real-dollar impact on your clients' portfolios, so you focus on what moves the needle.
Holdings-weighted alert ranking
All accounts, all clients, all custodians — one screen. Whether your clients are at Schwab, Fidelity, Pershing, or split across multiple custodians, EquiLenz gives you a single, unified view of every holding.
No more logging into separate platforms or reconciling spreadsheets. Your complete book of business, consolidated and ready for action.
Unified multi-custodian dashboard
Set alerts for price movements, volume spikes, news events, and filing changes — all filtered to your actual holdings. No generic market noise.
Configure once, stay informed across your entire book. Alerts are delivered where you work — in the platform, via email, or both.
Alert configuration panel
Request a demo and see how EquiLenz organizes research around your actual client holdings.
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