AlphaDesk gives independent wealth managers the AI infrastructure that Goldman and Morgan Stanley built for their advisors — daily research briefings, automated memos, compliance documentation, and portfolio intelligence. At a price that makes sense for an indie practice.
Enterprise platforms are built for wirehouses. AlphaDesk is built for you.
| Feature | AlphaDesk | Bloomberg / Orion / Envestnet |
|---|---|---|
| Daily AI market briefing | ✓ Included | — Not available |
| Automated investment memos | ✓ One click | Manual templates only |
| Compliance audit trail | ✓ Auto-generated | Add-on module |
| Portfolio drift alerts | ✓ Real-time | ✓ Available |
| SEC filing parser (AI) | ✓ Full AI analysis | — Raw filings only |
| Custom watchlists w/ AI alerts | ✓ Unlimited | Limited / extra cost |
| Built for indie RIAs | ✓ Purpose-built | — Enterprise-first |
| Starting price | Indie RIA pricing | $24K–$120K/year |
Six AI tools, one workflow, built for how independent wealth managers actually work.
Stop drowning in 500+ daily alerts. AlphaDesk reads earnings calls, SEC filings, macro releases, and your watchlists — then surfaces exactly what matters to your book.
Learn more →Generate fully sourced, client-ready investment memos in 45 seconds. Cited from primary sources, branded to your firm, compliance-ready by default.
Learn more →A personalized market briefing before every market open — macro signals, overnight earnings, and portfolio-specific alerts. Ready in 3 minutes to read.
Learn more →Every recommendation automatically documented with its research rationale and suitability assessment. Your audit trail writes itself — ready for any examination.
Learn more →AlphaDesk is designed around how indie RIAs actually operate.
One person, 50+ relationships, 0 research staff. AlphaDesk gives you the infrastructure of a research department — without the headcount.
Standardize research quality across your team. Everyone gets the same morning briefing, generates memos from the same data, maintains the same compliance trail.
Just left a wirehouse? AlphaDesk recreates the research and compliance infrastructure you had — without the enterprise contract or 12-month implementation.
"I evaluated Bloomberg, Orion, and two others. AlphaDesk was the only platform that felt built for someone running an indie practice. The others were enterprise platforms with indie pricing bolted on. This was actually designed for how I work."
"When I went independent from a wirehouse, the biggest shock was losing the research desk. AlphaDesk is the closest thing I've found to having that back. The daily briefing is genuinely what I missed most — and AlphaDesk's is better."