Get your time back.
Give it to yourself, or the clients who hired you for judgment, not data entry.
Thesis takes over the account paperwork, the research, and the portfolio checks that eat an advisor's week: reviewing new applications for missing signatures, pulling fundamentals before a client call, checking a book for drift nobody has noticed yet. It hands that time back to you, and every output behind it is accurate enough to act on and documented enough to defend to a regulator, whether it's sitting on your desk or in front of your client.
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What we're building
NIGO Onboarding
Every new account application gets checked against the same rules your operations team already knows, before a Not-in-Good-Order exception ever reaches a human reviewer.
Ticker Intelligence Reports
Institutional-grade equity research on demand, with every claim in the report traced back to the real data it came from.
Portfolio Intelligence
Firm-wide portfolio visibility built for advisors managing client books at scale, ranked by what actually needs attention.
How it works
Deterministic engines compute the numbers. AI explains them. The two never swap roles.
Real data in
Fundamentals, filings, and portfolio positions come from the same market data providers institutional research desks use, not scraped or estimated.
Deterministic calculation
Ratios, risk scores, and concentration flags are computed by code that runs the same way every time. A model never invents a number.
AI narrates, never fabricates
The model's job is explaining what the calculations already found, in plain English, with a citation back to the source for every claim it makes.
Built for the paperwork, not just the pitch
An RIA's compliance team asks harder questions than a demo audience does. Thesis keeps an audit trail for every report, every onboarding decision, and every data source it touched, because "the AI said so" is never going to be an acceptable answer to a regulator.
Ready to see it on your book?
We're onboarding a small group of firms before a wider release. Leave your email above and we'll reach out when there's a slot open. Managing your own investments instead of a firm's? A version of Thesis built for individual investors is on the way too.