When a portfolio company files an 8-K at 4:02 PM, your client will hear about it. The question is whether they hear it from you — or from someone else. The advisor who calls first with the intelligence isn't selling — they're proving why they're indispensable. That's trusted advisor status.
A client's portfolio company just announced a CEO departure buried in an 8-K filing. Their PE-backed holding quietly took on $200M in new debt. A key position saw a 40% institutional sell-off last quarter. Your client expects you to already know.
Wealth advisors who surface risks early and bring proactive intelligence to every conversation retain and grow their book. Those who wait for quarterly reports, or rely on the same Bloomberg terminal every other advisor has, lose clients to the advisor who saw it coming first.
You find out about a client's company filing for debt restructuring from a Bloomberg alert 3 days late. The client already saw it on Twitter. They call you frustrated. You're playing defense.
“My advisor didn't even know about it until I brought it up.”
Fundz AI tags the 8-K filing within minutes, cross-references it against your watchlist, and alerts you before the market reacts. You call the client first with a plan.
“My advisor called me before I even saw the news. That's why I stay.”
This doesn't replace Bloomberg or FactSet. It catches what they miss — the 8-K filing at 4 PM that hasn't hit the terminal yet, the culture score decline that predicts the executive departure your client needs to know about.
Add your client's portfolio companies to your watchlist. That takes 2 minutes. Everything else is automatic — alerts, briefings, and risk flags delivered to you daily.
When a high-net-worth individual's company raises funding, goes through M&A, or files an 8-K with material changes — that's the perfect moment to reach out. Engage cross-references your LinkedIn connections against live signals and delivers warm, personalized DM sequences directly to Slack.
Funding rounds, M&A announcements, executive moves, SEC filings — Engage watches for the events that create natural conversation starters with prospects.
Engage matches signals against your LinkedIn network. When someone you know is connected to a triggering event, you get a warm path to outreach — not a cold call.
Personalized DM sequences drafted by AI and delivered to Slack for your review. One click to send. No more staring at a blank message wondering what to say.
A CEO in your LinkedIn network just raised a $50M Series C. Their personal net worth jumped significantly. Engage surfaces this signal, drafts a congratulatory message referencing the raise, and suggests a portfolio review conversation — all delivered to your Slack before lunch.
Stop reacting to client questions. Start anticipating them with institutional-grade research and proactive portfolio intelligence.
Same institutional data. Faster SEC alerts. AI-powered analysis included.
Bloomberg Terminal
$20,000-50,000
/year
Fundz Strategic
$1,188
/year
Every missed signal is a conversation you didn't start and a client who wonders why you didn't. These tools make sure that never happens.
From independent advisors to multi-advisor RIA firms.
13F holdings, SEC alerts, and portfolio monitoring
Full institutional intelligence with predictive analytics
They care that you saw the risk before they did. Fundz monitors portfolio companies 24/7 across 8 signal types — including employee sentiment that predicts leadership changes months early. No AI agent you build yourself does that.
10 years of structured event data. 15+ direct sources. 200,000+ companies tracked in real time. This is the intelligence layer that separates proactive advisors from reactive ones.
“You guys provide terrific insights to help analyze market trends.”
Mark Mains
Elevation Capital
Intelligence that protects your existing clients. Engage that helps you win new ones. Join the wealth advisors, RIAs, and family office professionals who never get caught off guard.