Whether you're a solo advisor or a small team, EquiLenz gives you institutional-grade research intelligence without the institutional price tag.
You start each day toggling between a market data terminal, your custodian portal, a news aggregator, SEC filing searches, and your portfolio management system. By the time you're caught up, the morning is gone.
A company in your client's portfolio quietly restated financials or changed an accounting policy. You didn't catch it because no one flagged it. The client found out from the news before you did.
Every quarter, you sit down to write personalized commentary for each client portfolio. It takes hours of pulling data, cross-referencing holdings, and crafting narratives. Weekends disappear.
See how EquiLenz transforms the tasks that consume your week.
| Task | Current Time | With EquiLenz |
|---|---|---|
| Writing quarterly commentary | 4-8 hrs / quarter | 30 minutes |
| Reviewing earnings per company | 1-2 hrs | 5 minutes |
| Answering client calls about portfolio | 20-30 min | 2 minutes |
| Scanning SEC filings | Most skip entirely | Automated alerts |
| Checking news across holdings | 30-60 min / day | One dashboard |
An advisor billing $200-400/hr saves 175-350 hours per year. That's $35K-$140K in recovered billing capacity — for a $3,600/yr subscription.
EquiLenz integrates with the custodians and tools you already use.
Works with Schwab, Fidelity, and Pershing. Connect your custodial accounts and see portfolio-aware intelligence from day one.
Integrates with your existing portfolio management system. No need to re-enter holdings or rebuild your book of business.
Connects with your CRM tools so client context flows seamlessly between your relationship management and investment intelligence workflows.
See how EquiLenz transforms your daily workflow. No credit card required.
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