Advisor seats
- Morning Briefing before each session
- Focus mode: read, range, events, positioning
- Ask TradeEasy, with sourced answers
- Breaking news and alerts from the chart
Team and enterprise plans
Know why markets moved before your clients ask.
Market intelligence for an advisor’s preparation: less time gathering, more time with clients. Every reading sourced and timestamped.
The morning read
Educational, not investment advice.Powered by TradeEasy
Working together
Two ways to work with us.
Pricing on request.
Data, API and AI tools
- A keyed API for your own systems
- MCP tools for your firm’s AI assistant
- Timestamped, attributed responses
- Usage sized to your desks
Enterprise terms
Built for compliance
Made for firms that answer to compliance.
Decision support, not advice
Built for the advisor’s own preparation. Every output says so.
Sourced and timestamped
Each reading shows when it was recorded and what drove it.
Honest about uncertainty
New measures stay “In calibration” until a backtest supports them.
A record you can check
A timestamped record of past reads, with an integrity check.
Questions wealth managers ask
Before the first call.
Is this investment advice?
No. It is educational market context: what is moving markets and why. It never knows a client’s circumstances, never recommends a trade and never executes one.
Can our clients see it?
Advisor seats are for your own preparation. If you want clients to read it too, the same read is available as widgets for a client portal, under your brand.
Do the widgets show scores or confidence numbers?
No. Every read is a direction in words (bullish, bearish or neutral) with an arrow, the drivers behind it and the time it was written. Your clients see why, not a number to trust.
What does the walkthrough cover?
Twenty minutes on the markets your clients hold: the Morning Briefing, Focus mode and the API, on the assets in your book. No sales deck, just the product.
Start a conversation
20 minutes, on the markets your clients hold.
We read every enquiry and reply within one business day, usually with questions about your clients.