Two things make this an advisor product, not an investor one. Every household you manage, at once — one view across your whole book, not one login per client. And meeting prep — you walk in already knowing what changed since the last review. Every signal is drawn from the SEC filing that reports it, with the filing to prove it.
A client’s account is down and they want to know why. So you open each holding, one at a time — the earnings release, the 8-K, the insider form — and reconstruct what happened. Across a book, that manual sequence is most of the work.
Advisors describe having on the order of 14 hours a year for each client, and a real chunk of it goes to this. One advisor told us meeting prep alone runs about 30 minutes per client.
Filing Clarity replaces the manual sequence. It reads every filing for every holding across your book and tells you what changed, which household it touched, and why it matters.
Now: open each client’s portfolio to see who’s exposed to a name that moved. With Filing Clarity: one filing lands and you already see every household it touches.
Your book’s home page. The week’s material events across every household you manage, ranked so the thing that matters most is at the top — not buried in one client’s dashboard.
One line per household with its move for the day. Sort by most movement to see whose portfolio swung hardest, or by size to start with your largest books. It tells you what moved — you decide what to do about it.
Type a ticker, get the reverse lookup: exactly which households hold it, at what weight, and whether you’ve already sent a note. One search instead of opening every portfolio.
Every move on the list, every household in the lookup, traces back to the SEC EDGAR filing that reported the event — nothing you can’t click through and check.
Now: about 30 minutes per client, reconstructing the quarter by hand. With Filing Clarity: what changed since you last met, ready before you sit down. A higher bar than the daily feed — only what you’d say out loud to a client.
Enter the date you last met a client and see everything material that happened to their holdings since — earnings, guidance, insider moves, ownership shifts — each anchored to the holding and the source filing.
What’s coming for the book in the days ahead — upcoming earnings and events across your households — so a review is never blindsided by a print you didn’t know was due.
The full picture for one household in a single view: holdings, the signals that hit them, earnings, and filing activity — the page you keep open while you talk.
Meeting prep holds to a higher bar than the daily alert feed: it surfaces the changes worth raising with a client, not every filing that crossed the wire.
Now: skim headlines and hope nothing about your holdings slipped past overnight. With Filing Clarity: it’s already read and summarized when you sit down.
A once-a-day digest of what happened across your entire book overnight — earnings, filings, and events, in plain English, one email for the whole book rather than one per client.
A start-of-week read: what moved across the book last week and what’s on the calendar for this one — the setup for the week’s reviews.
Now: a blank page every time a client needs to hear from you. With Filing Clarity: a plain-English draft of the note, built from the event and its filing, waiting for your edits.
When a material event hits a holding, Filing Clarity drafts the client note for you — what happened, in language a client understands, tied to the filing it came from.
You always read it and edit it before anything goes out. Nothing is ever auto-sent.
That’s deliberate, and it’s a feature, not a limitation: the words that reach your client are yours, reviewed by you, on the record as yours.
Now: assemble the record after the fact when the CCO asks. With Filing Clarity: it’s logged as it happens.
Every advice-gate action across your whole book, in one audit log — filterable by client, date, and record type. The record your CCO would ask for, already assembled.
When the advice gate declines to answer a question, that refusal is recorded — not silently dropped. The trail shows what was asked and why it was held.
The gate sits on the question and on the answer. Filing Clarity reports and classifies what’s in a filing; it does not tell you or your client what to buy or sell.
No EDGAR citation, no claim. Every signal traces to the specific filing it came from — if it can’t be sourced, it isn’t shown.
Now: run the query in your head across a dozen portfolios. With Filing Clarity: ask in plain English and get the answer from your own signals and filings.
Ask a plain-English question scoped to your book — who’s exposed to a name, what happened to a holding this week — and get an answer drawn from Filing Clarity’s signals and the underlying SEC filings, with the same advice gate and the same citations as everything else. Available to advisor accounts.