AI-Powered Research to Scale Your Practice
Enhance your investment process with institutional-grade machine learning. Analyze thousands of stocks daily, maintain compliance, and deliver better outcomes for your clients.
Scale Your Practice
Serve more clients without proportionally increasing research time. AI handles the analysis while you focus on relationships.
Enhance Research
Augment your expertise with machine learning insights that analyze 3,000+ stocks across 50+ factors daily.
Defensible Process
Document your investment process with systematic, repeatable AI recommendations. Perfect for compliance reviews.
Customizable Strategies
Choose from 8 strategies or combine them to match each client's unique risk profile and investment goals.
Enterprise Platform Features
Everything you need to integrate AI into your advisory practice.
Multi-Client Tracking
Track multiple client portfolios that mirror our AI strategies from a single dashboard.
White-Label Reports
Generate branded portfolio reports to share with your clients.
API Integration
Integrate ACIS model portfolio data into your existing portfolio management systems (API Pro tier).
Compliance Ready
Full audit trail of recommendations and execution history.
Model Portfolios
Access pre-built model portfolios for different client segments.
Performance Analytics
Track strategy performance with detailed attribution analysis.
Built for Advisory Practices
ACIS serves a range of financial professionals with tailored solutions.
RIAs & Fee-Only Advisors
Add AI-powered equity selection to your investment process. Maintain fiduciary standards while scaling your practice.
- Systematic stock selection reduces bias
- Daily updates keep portfolios current
- Clear documentation for compliance
Family Offices
Institutional-grade research for high-net-worth families. Access strategies previously reserved for hedge funds.
- 8 distinct strategies for diversification
- Custom strategy tuning available
- Priority support and account management
Broker-Dealers
Empower your representatives with AI research tools. Consistent recommendations across your network.
- White-label integration options
- Volume licensing available
- Training and onboarding support
Compliance & Documentation
Our systematic approach provides the documentation you need for compliance reviews. Every recommendation is logged with full methodology transparency.
- Complete audit trail of all recommendations
- Methodology documentation for regulators
- Risk disclosures and performance attribution
- Export-ready reports in multiple formats
SEC & FINRA Ready
Full compliance documentation
Advisor Pricing
Simple, transparent pricing. All plans include a 100% Free.
Premium
$99
/month
All 8 AI strategies
Priority position alerts
Historical performance data
API Pro
$149
/month
All 8 AI strategies + REST API
50K API calls/month
Webhook notifications
Need multi-seat licenses or custom solutions? Contact us
Ready to Scale Your Practice?
Schedule a demo with our enterprise team to see how ACIS can transform your advisory business.