AlphaDesk generates fully sourced, professionally formatted investment memos in seconds — not hours. Branded to your firm, cited from primary sources, compliant by design.
For a 50-client book, the numbers are brutal.
Professional, sourced, and ready to send — in under a minute.
The hours add up. And they're coming out of the wrong budget.
Most independent wealth managers spend between 12 and 20 hours per week on investment commentary — writing quarterly reviews, position rationale documents, rebalancing justifications, and market updates for clients. That's time that should go toward prospecting, deepening relationships, or reviewing portfolios.
The writing itself is rarely the problem. The problem is the research assembly: pulling earnings calls, cross-referencing with 10-Ks, checking analyst consensus, ensuring you haven't missed a material filing. That process is slow, manual, and largely unscalable.
AlphaDesk automates the research assembly entirely. You input a ticker and a client context. AlphaDesk reads the primary sources, synthesizes the relevant data, and outputs a formatted memo in seconds. You review, adjust the tone, and send. The thinking is yours. The assembly is ours.
Clients notice when communication quality improves. Regular, thorough investment memos are one of the highest-leverage trust-building activities a wealth manager can do — if you can do them at scale.
Not a template. An actual document built from primary data.
Every claim in your memo is cited from SEC filings, earnings transcripts, or Fed releases. No hallucinated data. No stale statistics.
Memos are formatted with your firm name, logo, and style preferences. Clients receive documents that feel like yours — because they are.
Built-in disclaimers, appropriate hedging language, and audit-trail logging. Every memo is stored with the data sources it was built from.
Generate memos for your entire book before quarterly review season. What used to take a week takes an afternoon.
The AI draft is the starting point, not the final product. Edit inline, adjust tone, and add your own judgment before sending.
Export as PDF, copy as formatted text, or integrate with your CRM workflow. Built for how wealth managers actually work.
"I was spending every Sunday writing position updates for Monday reviews. AlphaDesk cut that to maybe 45 minutes of review and light editing. I have my weekends back and my memos are better quality than before."
"The citation feature is what sold me. I can point compliance to the exact SEC filing that supports every recommendation in the memo. That used to be a two-hour audit exercise. Now it's automatic."