Why it holds up
The hard part, done
The data engineering behind the answers — the same rules the Kaleidoscope Console runs on, so both products give one answer per question.
Extracted fees, labelled
Fee structures are AI-extracted from ADV brochures and labelled as extractions in the result fields — you always know what is verbatim and what is derived.
Discipline, verbatim
Item 11 events carry their original disclosure language, not a summary.
52K
advisers profiled
The tools
What the advisers licence unlocks
7 tools live · 5 landing. Tools marked “landing” are specified against a live Console report and arriving next.
adv_manager_profile
one adviser, the full ADV read
Live
adv_manager_fees
fee structures, AI-extracted and labelled
Live
adv_manager_raum_trend
assets over time
Live
adv_raum_decliners
who is losing assets fastest
Live
adv_screen_managers
screen the register by size, type, state
Live
adv_manager_disciplinary_detail
Item 11 events, in detail
Live
adv_manager_people
the people behind the firm
Live
adv_private_funds
the private funds an adviser runs
Landing
Try these first
Three questions to ask tomorrow
You ask
Profile this RIA — fees, RAUM trend, people.
You ask
Which advisers are losing assets fastest?
You ask
Any disciplinary history for this manager?
Cited — every figure carries its source
Point-in-time — ask “as of” any date
Read-only — safe to auto-approve
Browse the full prompt library →
The other families