Frequently asked questions

An autonomous research agent that writes you two market briefings every trading day — one before the open, one after the close. Each briefing is built fresh from live market data and curated news, then filtered through your holdings, your clients' interests, and your stated focus areas. You read it in under five minutes, and you can forward it directly to clients under your own name.

Those are written for everyone, which means they're written for no one. Every Pulse is written for one specific advisor: the same Fed minutes story reads differently when the agent knows you're 57% technology and your clients have been asking about AI exposure. Generic commentary tells you what happened. A Pulse tells you what it means for your book and gives you the words for the client call.

A two-stage agent for the individual names you hold. The day before a position reports, you get a preview: scenario probabilities, the options-implied move, transcript scoring, and trade triggers written before the print. The day after, you get a review: what happened versus expectations, where the market reaction diverged from the fundamentals, and the framing for your client conversations. It's anchored on the Koval framework, a documented methodology for scoring earnings-call language.

Yes — that's the point. Output is white-labeled and forwardable. Many advisors forward the brief directly; others paste the client talking points into their own emails or use them on calls. Your clients see your brand, not ours.

Independent RIAs and portfolio managers who manage individual securities on a discretionary basis — typically firms where the principal is both the buyer and the user. If your firm runs model portfolios or fund-only allocations, the personalization engine has nothing to grip, and we'll tell you that on the first call.

Your holdings (tickers and rough weights are enough to start), your client focus areas, and which sections you want. A baseline setup takes a few hours of your input. Fully customized output structures — custom sections, alert logic, specific risk language — take a few days and are scoped on a call.

Every section is optional and configurable: sections, tone, depth, and frequency are set per advisor. Some advisors want full insider-trading depth and scenario analysis; others want a five-line summary and the week ahead. The agent is a Swiss-army knife, not a template.

Not yet. Today, holdings are provided directly by you and updated whenever your positioning changes — most advisors send a quick update when they trade. Direct integrations are on the roadmap and founding-cohort members get a vote on which come first.

Founding cohort pricing is $99/advisor/month for Market Pulse, or $149/advisor/month for the Full Desk (Pulse + Earnings Intelligence). Baseline setup is included; deep customization is scoped separately. Founding rates are locked for your first 12 months. See the pricing page for details.

No. Billing is monthly and you can cancel anytime. We'd rather earn the renewal every month than lock you into a term you regret.

Checkout and recurring billing run through Stripe — we never see or store your card details. You're billed monthly, promo and founding-cohort codes can be entered at checkout, and you can update your card, download invoices, or cancel anytime through the self-serve billing portal.

Yes — and not with a generic demo. Send your top holdings and we'll build a real Pulse for your actual book, delivered the next trading morning. Judge the product on your own positions — or view a demo briefing right now.

No. WAM Agentics produces AI-generated research and information tools for financial professionals. It does not provide investment advice, is not a registered investment adviser, and nothing in a briefing is a recommendation to buy or sell securities. You remain solely responsible for any advice you provide to your clients, and every briefing carries an explicit disclosure to that effect.

Your configuration is stored per advisor, used only to generate your briefings, and never shared with other subscribers or third parties. We don't need client names, account numbers, or balances — tickers, weights, and focus areas are sufficient, and we recommend you share only that.

WAM Agentics is founded and run by Will Koch — a finance-trained builder and portfolio manager at a student-run endowment fund. Founding-cohort advisors work directly with the founder, which means feedback turns into product changes in days, not roadmap quarters.