AlphaPrepared in minutes. Not hours.
Advisor Intelligence turns every market day into short, plain-English briefings with ready-to-use client talking points. Your advisors stay current on macro, policy, earnings, and debt in minutes, then spend the rest of the day on what grows the firm: new clients and new assets.
Every briefing ends with talking points an advisor can use word for word on a client call or in a review meeting.
Only what matters today, explained clearly. No jargon, no 40-page reports, no hunting across a dozen sources.
Every figure links to the Fed, Treasury, BLS, BEA, or a company's SEC filing. General education only: no recommendations, no price targets.
Live counts from the AlphaGen research desk that powers every briefing.
Less catch-up. More new money.
Clients expect their advisor to know what is happening in markets. Keeping up means reading agency releases, earnings reports, and Fed statements every day. That is time not spent prospecting, onboarding, or meeting clients. Advisor Intelligence does the reading for them.
The research is done for you
One briefing replaces the daily scramble across news sites, government releases, and earnings calls. Advisors start the day informed instead of behind.
Ready for any client question
When a client asks about rates, inflation, or a company in their portfolio, your advisor already has a clear, accurate answer.
Advisors who educate, win
Clients stay with, and refer, the advisor who can explain what is happening and why it matters. Advisor Intelligence makes every advisor that advisor.
A client asks. Your advisor is ready.
Two real examples built from this week's briefings. Every number comes straight from the original source.
Everything a client might ask about
Eight areas, covered every market day, always at the level a client conversation needs.
Inflation, jobs, and growth, and what the data means for portfolios.
Fed, Treasury, and fiscal decisions that move rates and markets.
Global events, explained through their impact on markets.
What major companies reported and what changed in their outlook.
The sectors and companies driving the market, and why.
Treasury yields, auctions, credit, and the national debt.
The bigger themes shaping markets over months, not days.
Plain-English points, ready to use in client conversations.
What lands in your advisors' inbox
Built live from the AlphaGen desk. Switch the branding to see how a private-label edition looks under your firm's name.
"Example Wealth Partners" is a placeholder to illustrate private-label branding. Partner editions carry your firm's own disclosures.
Choose how often your advisors are briefed
Every plan is available under the AlphaGen name or fully private label, with your firm's branding and disclosures.
What happened overnight, what's on today's calendar, and the talking points for the day.
What has moved since the open and why it matters.
The day's data, earnings, and Fed or Treasury news, wrapped up.
After-hours earnings and what to watch tomorrow.
Start every day prepared.
- Pre-Market Daily, before the open
- All eight topics covered
- Advisor talking points
- Email delivery to your team
Open prepared, close informed.
- Pre-Market Daily
- At the Close recap
- All eight topics covered
- Talking points in every edition
- Private-label branding available
Always current, all day.
- Pre-Market, Midday, At the Close, and Before Bed
- All eight topics covered
- Talking points in every edition
- Private-label branding available
- Priority coverage requests
Built to fit how your firm works
No. Briefings are general market education and commentary. They contain no recommendations, price targets, or personalized advice, so advisors can share the ideas within your firm's existing policies.
Yes. Briefings arrive on a fixed schedule in a consistent format, and every figure links to its primary source, which makes review fast.
Yes. Private-label editions use your firm's name, logo, colors, and disclosures. Your advisors and clients see your brand, not ours.
Official sources only: the Federal Reserve, U.S. Treasury, Bureau of Labor Statistics, Bureau of Economic Analysis, Census Bureau, and company SEC filings.
Live in days, not months
Tell us about your firm
Your advisors, client base, branding, and compliance workflow.
Review a sample week
We deliver a week of briefings under your brand for your team and compliance to review.
Go live
Briefings land in your advisors' inboxes on schedule, every market day.
Try Advisor Intelligence with your team for 30 days.
Tell us about your firm and we'll send a sample week of briefings built for your advisors.
Prefer email? Reach the desk at desk@alphagenresearch.com.