For independent RIAs & portfolio managers
The market brief written for one advisor.
You.
WAM Agentics reads your holdings, your topics, and the situations and people you care most about. Given this info, it delivers a five minute reading and podcast straight to your inbox.
No deck. No trial signup. We build your first briefing from your actual holdings and send it the next morning.
Your book is carrying the most pain in the names that trade like long-duration assets: MU, NVDA, ORCL. If yields stay pinned near 4.60% into the Fed minutes, the market keeps taxing future cash flows harder than it rewards narrative.
"A lot of what we own is priced for strong future growth, and higher rates make those future profits less valuable today. We're watching the Fed minutes and the bond market together."
"WAM Agentics saves me 30 minutes every morning - prepares me for any client conversation."
Max Minervini, CFP® ·
How WAM Agentics can help you
30+ minutes back, every day
Pre-market reading, news triage, and client prep handled before you sit down. Advisors and analysts get their morning back.
Institutional-grade inputs
The best financial news sources plus institutional-grade market data APIs are filtered through your book and delivered directly to you.
$500+/mo of data, at a fraction
Replaces a stack of research and data subscriptions worth $500 or more per month, personalized to you, at roughly one-fifth the price.
Compliance-friendly by design
Nothing reaches a client without you. Every briefing carries explicit disclosures, the agent informs rather than advises, and you stay the fiduciary of record.
What the agents do
2× daily · open + close · per advisor
Market Pulse
Two personalized briefings every trading day, built fresh from live market data and curated news, then filtered through your holdings, client interests, and recent positioning. Only what's actionable for your book that day.
- Signals & Story — the moves that matter to your book, and the one narrative driving the tape, in plain English.
- Situations — a name-by-name read on your holdings affected by the day's news.
- Insider & politician activity — filings and disclosures relevant to your positions.
- Scenario sensitivity analysis — probability-weighted read on the macro scenarios your clients ask about, mapped to your positions.
- Client talking points — language you can paste into an email or use on a call, the same morning.
- Week ahead — the calendar of catalysts, ranked by relevance to you.
See it: demo Market Pulse
Per ticker · day before + day after the print
Earnings Intelligence
A two-stage agent for every position you flag. The day before earnings: a preview with directional tilt, scenario probabilities, the options-implied move, and trade triggers written before the print. The day after: what happened versus expectations, and the language for the client call.
- Pre-earnings preview — bull / base / bear scenarios with probabilities and implied moves.
- Full transcript analysis & scoring — every earnings call analyzed and scored on the Koval framework: executive tone, forward-looking density, Q&A directness.
- Pre-print discipline — ADD / TRIM / invalidation conditions defined before the number hits.
- Post-earnings review — the gap between fundamentals and the market reaction, plus a 3-month scenario-weighted outlook.
- Client-ready framing — when a holding sells off 15% on a beat, you have the answer within 24 hours.
See it: demo pre-earnings briefing · demo post-earnings review
Onboarding
The process to your AI agent
Intro call — 15 minutes
A short call to understand your desk: how you work, what you read, what your clients ask, and what a useful morning looks like for you.
The 15-minute template
Holdings, the ETFs and sectors you care most about, situations and topics to track, people to watch, and the sensitivity scenarios your clients ask about.
WAM Agentics builds your agent
In under three days, personalized briefings start arriving in your inbox, pre-open and post-close, saving you real time and sharpening every client conversation.
From the desk of early users
What CFP®s and CFA®s are saying
"WAM Agentics saves me 30 minutes every morning and delivers personalized information that digs into the topics I care about. The briefings and podcasts prepare me for any client conversation."
Max Minervini, CFP®
Quote pending.
CFA® charterholderFounding cohort
Personalization seen nowhere else
No two briefings look alike
Every agent is configured to one advisor, tuned to their holdings, sectors, scenarios, tone, and depth. That's why the same engine fits desks that look nothing alike on the surface.
Equity-focused advisors & PMs
Name-by-name reads on individual positions, full earnings coverage, insider flow, and trade-level situations.
ETF & sector allocators
Sector rotation, macro situations, and sensitivity analysis tuned to sleeves and allocations — not single tickers.
Holistic wealth managers
Client talking points, meeting prep, and the compliance calendar front and center — markets translated for client conversations.
Analysts & CFAs
A faster morning: the tape, the story, the data, and the week ahead — institutional inputs compressed into a five-minute read.
Founding cohort · first 20 advisors
Simple, founder-direct pricing
Monthly billing, cancel anytime. Founding rates locked for your first 12 months.
Get a sample Pulse built for your book
Send your top holdings (tickers are enough) and we'll deliver a fully personalized Market Pulse to your inbox the next trading morning. If it doesn't save you time, delete it and we won't follow up twice.
or email directly — will@wamagentics.comWAM Agentics provides research and information tools, not investment advice. Full disclosure below.