For independent RIAs, portfolio managers & analysts
The market brief written for one advisor.
You.
WAM Agentics reads your holdings, your topics, and the situations and people you care most about — then delivers a five-minute read and a companion podcast straight to your inbox, twice every trading day.
"Saves me 30 minutes every morning — prepares me for any client conversation."
— Max Minervini, CFP®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."
The demo is a simplified briefing — roughly half the content is withheld to protect our IP. Email will@wamagentics.com for a complete example built for your book.
Why advisors & analysts use it
How WAM Agentics can help you
30+ minutes back, every day
Pre-market reading, news triage, and client prep handled before you sit down. Read it in five minutes — or listen to the podcast version on the commute.
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.
Two research agents, one desk
What the agents do
2× daily · open + close · per advisor or analyst
Market Pulse
Two personalized briefings every trading day — open and close — filtered through your holdings, your clients, and your focus areas. Only what's actionable for your book, in a five-minute read with a companion podcast.
- 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.
- Companion podcast — every briefing delivered as a short audio episode, for the drive or the gym.
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®
Personalization seen nowhere else
Generic research goes to thousands. Your Pulse goes to one.
Equity-focused advisors & PMs
Name-by-name reads, earnings coverage, insider flow.
ETF & sector allocators
Rotation, macro situations, and sensitivity tuned to sleeves — not tickers.
Holistic wealth managers
Talking points and meeting prep — markets translated for clients.
Analysts & CFAs
The tape, the story, and the week ahead in a five-minute read.
Founding cohort · first 20 advisors & analysts
Simple, founder-direct pricing
Monthly billing, cancel anytime. Founding rates locked for your first 12 months.
Retail investor, not an advisor or analyst? A retail product is on the way — join the waitlist →
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.