For financial advisors & RIAs · private beta
Know who’s exposed before the phone rings.
When news breaks, Pulse ranks your client book by exposure, shows what could happen next, and gives you a sharp, cited perspective to share — proactively.
The scenario analysis institutional investors run every day — now on every household in your book.
Firm email required. No client data needed during the beta.
What just happenedWhat could happen next
Three futures for every story, never a single “most likely”. Every number traces back to its sources.
How it works
01 · NEWS BREAKS
Who do I call this morning?
Pulse ranks your households by how much the story could move their portfolios and plans — and tells you when no action is needed.
02 · WHY THIS NUMBER
See the reasoning
Every range unpacks from one sentence to the full math and evidence: the scenario, what it moves, which holdings feel it, and how much.
03 · CLIENT READ
A cited draft, in your words
Get a draft email or call notes that match the numbers. You edit it, your compliance team reviews it, you send it.
In the beta now
- Today — the day’s stories, ranked against your book, with a tough, middle and good case
- Why this number — traceable logic, weights and evidence for every range
- Client read — draft notes and call scripts that match the analysis
Coming next
- Plan risk — prediction-market odds for the next one to two quarters, run against each plan
- Your own book, connected read-only
Built for compliance from day one
- No client data required — the beta runs on model households
- Sign-up with your firm email only
- Every figure is cited and traceable to its sources
- Output is for professional use; nothing is sent to clients without you
Join the founding advisors
Free during the beta, with founding-member pricing after.