aiqorxLive market context
Current quote, market value, valuation, volume, and the 52-week range establish the picture before the advisor enters the conversation.
Wealth management / Research prototype
One minute to the full picture.
A working AI prototype that gives wealth management advisors live market context, SEC-grounded company intelligence, and a source trail for every material claim.
Client / ProductWealth management firmOur workProduct design · Software engineering
01 / The brief
Preparation, with proof.
An advisor has a few minutes before a client call and a company they have not reviewed recently. Advisor Brief turns that starting point into a focused research workspace: current market context, filed financial results, a concise company story, and the source behind each statement.
AiQorx shaped the workflow, designed the interface in Figma, and built the full-stack prototype. The application keeps the research and its evidence together, so a useful answer does not depend on trusting an unexplained summary.
02 / The challenge
Start with
the real work.
The useful information is scattered across market data, long filings, and recent announcements. A fast summary only helps if an advisor can understand where it came from and recognize what has not been verified.
03 / The experience
A clearer path
from start to finish.
Type a ticker and Advisor Brief assembles the live quote, valuation, 52-week range, eight quarters of filed financials, recent SEC filings, a concise company narrative, key changes, risks, talking points, and follow-up answers. Each claim carries its source so the advisor can move from summary to evidence in one click.
- 01
Find
Resolve the ticker and company.
- 02
Read
Collect filings, financial facts, and quote context.
- 03
Verify
Review claims, locate quotes, and reconcile figures.
- 04
Discuss
Ask follow-up questions against the same evidence.
SEC-grounded narrative
The latest 10-K, 10-Q, and 8-K filings become a concise brief, with a source tag attached to every material statement.
Independent validation
A second review pass checks the cited pages and holds unsupported claims outside the advisor-facing brief.
Guardrails built in
No trade recommendations, no client identifiers, figures matched to filings, and source text treated as data rather than instructions.
THE BRIEF
Answer the question.
Show the evidence.
Eight quarters of financials, current market context, recent filings, material risks, and talking points come together in one clear view. The advisor gets the answer and the source behind it.
VALIDATION
Uncertainty stays visible.
Every material claim is checked against the cited filing. If the evidence cannot support it, the claim is held aside instead of being presented with false confidence.
GUARDRAILS
Built to say no.
The prototype declines trade recommendations, rejects client-sensitive details, verifies figures, and keeps working with filed data and source links if the writing service is unavailable.
04 / Under the surface
Thoughtful decisions.
Useful details.
A brief with an evidence trail
Six narrative sections bring together the business, recent changes, risks, events, talking points, and questions. Filing links and section references let the advisor inspect the source without leaving the research journey.
A separate review, then a deterministic check
The writer and reviewer have different responsibilities. The application checks the reviewer’s quotes and figures against the cited text, rather than treating a model’s verdict as proof.
Useful when the model is unavailable
Structured XBRL facts and filing excerpts support a source-derived continuity mode. The interface identifies that path clearly, instead of presenting it as a successfully reviewed model response.
05 / Technology
The foundation
behind the product.
Each part of the stack has a job. These are the proposed technologies in the project architecture.
React & TypeScript
Typed, responsive advisor workspace
TanStack Start
Server-rendered routes and streamed responses
Gemini
Separate research, review, and Q&A responsibilities
SEC EDGAR / XBRL
Original filings and structured financial facts
Cloudflare & Nitro
Server runtime and deployment
Supabase / Postgres
Optional durable memory adapter
06 / The result
The path to delivery.
A working prototype and presentation that make the full research-to-brief workflow inspectable. It demonstrates advisory preparation, source traceability, and failure handling. Firm-wide adoption and production compliance acceptance remain matters for a subsequent pilot.
Explore the public sourceMore perspectives
Explore the next story.
Something in mind?
Let's buildwhat's next.
A new website. A better product. A bigger possibility.It starts with a conversation.