Market Research Agent
Real-time market intelligence for wealth managers
Stay ahead of the markets without drowning in headlines. The Market Research Agent continuously monitors news, securities, macro trends, and filings, then synthesizes them into decision-ready, source-cited briefings for your team.
Your Always-On Research Desk
The Market Research Agent tracks the markets that matter to your book - aggregating news, securities data, earnings, and macro developments so relationship managers start every day informed instead of buried in research.
Connected to your Portfolio Management System via MCP, it turns broad market noise into portfolio-aware insights, and every answer is traceable back to its source.
Key Features
- Live market-news aggregation and summarization
- Equity, fund & ETF research
- Macro & thematic trend analysis
- Earnings and filings digests
- Portfolio-aware insights via PMS/MCP
- Source-cited, auditable answers
Benefits
Always Up to Date
Continuous monitoring of markets, news, and filings means your team is never working from stale information.
Decision-Ready Insights
Get synthesized briefings instead of raw data - the agent distills what moved, why it matters, and who it affects.
Cited & Compliant
Every insight is traceable to its source and processed inside your own environment, with nothing confidential sent to external models.
What It Covers
From single names to the macro backdrop, the agent spans the research surfaces your team relies on - all in one place and tied back to your portfolios.
From Headlines to Insight in Seconds
See how relationship managers put the Market Research Agent to work
Market Briefing
"Give me this morning's market briefing: overnight moves, key headlines, and what affects my clients' holdings."
Stock Research
"Summarize the investment case for Nestlé - recent performance, analyst views, and risks."
News Monitoring
"What happened to the semiconductor sector this week and why?"
Earnings Digest
"Summarize the key takeaways from Novartis's latest earnings report."
Macro Trends
"How are rising interest rates likely to affect European equities?"
Thematic Research
"Give me an overview of the AI infrastructure investment theme."
Comparison
"Compare UBS and Julius Baer on valuation and recent performance."
Sentiment
"What's the current market sentiment on the energy sector?"
Portfolio Impact
"Which of my clients' holdings are most exposed to the latest US tariff news?"
Ready to put market intelligence to work?
See how the Market Research Agent keeps your team ahead of the markets with real-time, portfolio-aware, source-cited insights.
Schedule Demo