Institutional-Quality
Research. Your Firm's Brand.
Transform your boutique RIA into a research powerhouse. Access Tom Lee's analysis, create deep-dive reports, and position yourself as the go-to expert for sophisticated investors.
Your clients chose you because they value rigorous analysis over cookie-cutter advice. But competing with wirehouses' research departments is expensive and time-consuming. Not anymore. Get institutional-grade research tools, expert insights from Tom Lee's team, and AI-powered analysis—all white-labeled under your brand.
Clients Expect Regular Updates. You
Don't Have
Time to Create Them.
Clients Expect
Original Thinking
Your clients are sophisticated. They've read the same articles you have. They expect you to go deeper—sector analysis, macro frameworks, thematic research. But creating that takes hours you don't have.
Wirehouses Have Research
Teams. You Don't.
Morgan Stanley has 100 analysts. You have you. Clients expect the same depth of research. You can't hire a research department. You need to be one.
Generic Tools
Don't Cut It
Basic portfolio management software and generic charts don't impress your clients. They want institutional-quality analysis. They want to see where you get your insights.
Can't Justify Premium Fees
Without Premium Research
You charge >1%+ because you provide institutional-level advice. But without published research, thought leadership, and deep analysis, clients question the value.
Become Your Clients' Chief
Investment
Strategist
You get everything a wirehouse research desk has—minus the $5M budget:
Tom Lee's Research & Models
S&P 500 targets, sector frameworks, macro analysis
AI-Powered Deep Dives
Generate 15-page investment theses in 30 minutes
100+ Annotated Charts
Expert commentary from Tom Lee, Mark Newton, Ken Xuan
Multi-Asset Analysis
Equities, bonds, commodities, crypto—all in one platform
White-Labeled Output
Everything carries your brand, not ours
Daily Market Intelligence
Institutional-grade briefings before you wake up
Result:
Clients see you as having an institutional research team. Prospects choose you over wirehouses because your research is better.
Your Complete Research Stack
Fundstrat Annotations - Your Institutional Edge
Why It Works:
Every recommendation is data-backed. No more "gut feel" investing. Pure evidence-based positioning.
How You Use It:
- - Start every market analysis with Tom Lee's annotated S&P 500 chart
- - Reference Mark Newton's technical levels in quarterly letters
- - Cite Fundstrat's research in investment committee presentations
- - Attach Tom Lee's Macro Minute to your quarterly client letters
AI Market Intelligence - Your Research Assistant
Why It Works:
Institutional-grade research in seconds. Instead of spending hours digging through reports and databases, AI instantly surfaces the data, charts, and historical context you need to support your investment view.
How You Use It:
- - Ask AI complex research questions instead of spending hours digging through reports
- - Generate historical analysis for investment theses
- - Compare asset class performance across different market regimes
- - Create data-backed arguments for portfolio positioning
Your Daily Questions:
- "Compare tech sector performance during Fed hiking cycles since 2000"
- - "What's the historical relationship between oil prices and energy sector returns?"
- - "Show me how defensive sectors perform 6 months before recessions"
- - "Build a bull vs bear case for international equities with historical support"
Fundstrat AI Reports - Your Agentic Writer
Why It Works:
You're publishing research like a $1B+ RIA. Clients and prospects see you as a thought leader.
Your Workflow:
- 1. Tell AI: "Write monthly healthcare sector report"
- 2. AI generates 10-page draft in 3 minutes
- 3. You review, add your insights (15 min)
- 4. Apply white-label branding (1 click)
- 5. Publish to clients and website
How You Use It:
- - Weekly: AI writes market commentary using Fundstrat data (20 min)
- - Monthly: AI generates sector deep-dive reports (30 min)
- - Quarterly: AI drafts comprehensive macro outlook (45 min)
- - Ad-hoc: AI creates investment thesis documents on demand (30 min)
Chartbook Builder - Professional Presentations Every Time
Why It Works:
Every presentation looks institutional-grade. Advisors deliver clear, structured investment narratives with charts that make complex market trends easy for clients to understand.
How You Use It:
- - Quarterly client reviews: 25-slide chartbook (30 min to build)
- - Investment committee: Sector rotation analysis (20 min to build)
- - Prospect pitches: Custom portfolio analysis (25 min to build)
- - Client education: "How we invest" evergreen chartbook (60 min to build once, reuse forever)
AI Chart Generator - Data Visualization in Seconds
Why It Works:
Every analysis is supported by visuals. Complex concepts become clear. Clients understand your recommendations.
How You Use It:
- - Create custom charts for every investment thesis
- - Visualize complex relationships (correlations, relative performance)
- - Generate "what if" scenario charts
- - Build comparison charts across asset classes
Your Common Requests:
- - "Show S&P 500 performance during last 5 Fed hiking cycles"
- - "Compare gold vs Bitcoin as inflation hedges since 2015"
- - "Chart relative performance of value vs growth by decade"
- - "Show sector leadership during last 3 recessions"
White-Label Branding - It's Your Research
Why It Works:
Clients see you have research capabilities. They don't need to know you're using a platform. It's your analysis, your insights, your brand.
How You Use It:
- - Every chart carries your logo, not Fundstrat's
- - Reports look like they came from your in-house research team
- - Chartbooks use your colors, fonts, layouts
- - Custom domain: research.yourfirm.com
AI Research (Daily Briefings) - Start Every Day Informed
Why It Works:
Clients see you have research capabilities. They don't need to know you're using a platform. It's your analysis, your insights, your brand.
How You Use It:
- - 6:45 AM: Wake up, check Overnight Key Levels on phone (3 min)
- - Know S&P futures, global markets, crypto, treasuries before client calls
- - 4:05 PM: Market Wrap arrives, review sector performance (4 min)
- - Forward key sections to research team or save for weekly analysis
Frequently Asked Questions
Yes. You get Tom Lee's frameworks, institutional data, AI-powered analysis, and professional presentation tools. The research is institutional-quality. You add your insights and interpretation.
Only if you want them to. Full white-label mode removes all Fundstrat branding. Or co-brand to leverage "Powered by Fundstrat" credibility.
Research-driven RIAs report 10-15 hours/week saved on research compilation, chart creation, and report writing. You spend time on insights, not data gathering.
Yes. Attach Tom Lee's reports, cite Fundstrat frameworks, reference annotations. It's part of the value you provide clients.
All output includes required disclaimers. AI-generated content is clearly marked. Everything is archivable for audits. Compliant out of the box.
Research analyst: $80K-$120K/year + benefits + management time. Fundstrat AI: $6K/year, no management, institutional-grade output. You decide.
