For wealth-management investment teams

A shared research layer for heads of investment.

Give CIO and research leads one searchable archive of bank research — with free previews and Pro when the team needs depth.

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Pro from $139/month

Why this fits your desk

  • Team-ready library

    Browse and save reports across institutions without forwarding PDF chains.

  • Weekly editorial cadence

    Investment-lead digests are curated themes for the desk — separate from ticker-level fund alerts.

  • Pro is $139/month or $1,390/year.

    Pro adds full documents, watchlists, alerts, and Research MCP from $139/month.

Create an account. Start searching.

Browse the library and preview reports from 30+ banks.

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