Win More Clients. Keep Them Longer.
AI-powered research, charts, and client communications—delivered in minutes, branded for your business.
Stop spending hours on reports and research. Fundstrat AI delivers institutional-grade market intelligence under your brand. You focus on relationships and growth. We handle everything else.
Built for Every Type of RIA
Research-Driven RIAs
Back-office focused, institutional-style analysis. You need rigorous data analysis, regime comparisons, and macro-equity relationships.
Client-Facing RIAs
Quarterly letters, client reports, and timely market updates. All supported with clean visuals, clarity, and reassurance.
Asset Managers & Portfolio-Focused RIAs
Holdings tracking, portfolio performance comparisons, and risk analysis. Easily accessible insights for informed decision-making.
Growth-Oriented RIAs
Brand building, social media, viral content. Powered by punchy visuals and timely insights for rapid distribution.
Content-Led RIAs
Newsletters, media, original research. You can dive into narrative arcs and differentiated POVs.
Let Fundstrat AI Do the Work. Focus on
What Matters.
Too Much Time
- 10+ hours/week creating reports
- Cobbling together charts from multiple sources
- Reformatting data for every client presentation
Not Enough Differentiation
- Generic market commentary
- Same insights as every other advisor
- Difficult to demonstrate value beyond portfolio management
Clients Want More
- Instant market updates
- Professional, branded communications
- Proactive insights, not reactive explanations
Your Complete AI
Intelligence Platform
AI-Native Platform
Charts, reports, and insights generated by AI in seconds. Chat with markets, ask questions, get instant answers backed by Fundstrat's data.
Built on Fundstrat Research
Access proprietary insights from Tom Lee, Mark Newton, Ken Xuan, and the team trusted by institutions, hedge funds, and asset managers worldwide.
End-to-End Workflow
Research → AI Chart Creation → Chartbooks → Client Reports → Social Content → Automated Delivery. Everything you need to run a modern advisory practice.
Everything You Need to Deliver Institutional-
Grade service.
AI-Powered Chart
Generation
Create institutional-quality charts in seconds with natural language. Just describe what you need—AI handles the rest.
Dynamic
Chartbooks
Build professional, branded chartbooks in minutes. Drag-and-drop interface, automated updates, scheduled delivery.
Fundstrat
Annotated Charts
Get Tom Lee's latest annotations and market insights baked directly into your charts. Keep them or write your own.
Fundstrat AI
Desk
Chat with markets like you'd chat with an analyst. Ask questions, get instant answers, generate reports—all powered by Fundstrat's research data.
Client-Ready
Reports
Generate branded market commentary, weekly updates, and investment reports automatically. Customize with your voice and brand.
White-Label
Everything
Add your logo, brand colors, and custom messaging. Every export looks like it came from your firm—because it does.
Automated
Scheduling
Set it and forget it. Schedule chartbooks and reports to deliver daily, weekly, or monthly—automatically.
Multi-Asset
Coverage
Not just equities. Access macro, fixed income, crypto, technical analysis, and alternative data—all in one platform.
Daily AI
Research
AI-powered research that transforms complex market data into clear insights. Discover trends, and opportunities with intelligent analysis.
Built Different. Built for RIAs
Why It Matters
AI-Native, Not
Retrofitted
Build professional, branded chartbooks in minutes. Go from idea to execution seamlessly.
Fundstrat's
Research Pedigree
25+ years of Wall Street expertise. Tom Lee's track record. Ken Xuan's data science. Mark Newton's technical analysis. All working for you.
Used by Fundstrat
Internally
We use it internally. The same platform powers Fundstrat's own client deliverables—ensuring it's battle-tested daily.
Backed by Wall Street's Best
You're not just getting software—you're getting access to the research team behind Fundstrat's award-winning insights
Tom Lee
Head of Research &
Managing Partner
25+ years on Wall Street. Ranked #1 by Institutional Investor. Former J.P. Morgan Chief Equity Strategist. The strategist institutions listen to.
Mark Newton
Head of Technical Strategy
25+ years of technical analysis. Former Morgan Stanley & Diamondback Capital. Market Technicians Association member. Charts that tell the story.
Ken Xuan "Tireless Ken"
Head of Data Science
The engine behind Fundstrat's proprietary models and databases. Columbia MS in Operations Research. Turns data into decisions.
Sean Farrell
Head of Digital Assets
Leading Fundstrat's crypto and digital asset strategy. Former Alvarez & Marsal. Lehigh Finance. Bridging traditional and digital markets.
From Sign-Up to Client-Ready in 3 Steps
Connect & Customize
Set up your brand colors, logo, and preferences. Takes 5 minutes.
Create or Automate
Build custom chartbooks, ask AI for charts, or use our curated templates. Schedule automated delivery.
Deliver & Impress
Send branded reports to clients via email, PDF, or PowerPoint. Watch engagement soar.
See Fundstrat AI in Action
Book a 30-minute demo with our team. We'll show you how to save 10+ hours/week and transform your client communication—live on your screen.
What to Expect
- Live platform walkthrough
- Personalized use case discussion
- See your logo on a sample chartbook
- Ask anything—no sales pressure
- Get trial access immediately
Call us
(212) 293-7140
Frequently Asked Questions
No. If you can use email, you can use Fundstrat AI. Our AI chat and drag-and-drop builder are designed for advisors, not engineers.
Absolutely! Your logos and author details can be added to your account.
The data is updated as often as daily. You will usually see new data in our system roughly 15 minutes after release.
You can create/annotate your own charts and use Fundstrat's annotated charts in any combination.
No. You can use your own annotations, Fundstrat annotations, or a combination of both.
You can export our charts to png, svg, jpeg, and pdf. Our chartbooks and reports can be exported as HTML or pdf.
There is no limit! Create as much as you would like.
Yes, feel free to reach out to our data science team via the helper icon on the bottom right of every screen in our service.
