AI Equity Research for RIAs & CFAs.
Defensible Memos. Sourced Claims.
The AI equity research and investment research platform built for advisory firms and research desks. Manage multiple client profiles, run automated position sizing & portfolio research, and generate white-labeled, email-ready client deliverables in seconds.
The research bottleneck.
Financial professionals face the same bottleneck every day:
Hours Lost
Digging through filings, building models, running scenarios, and double-checking data.
Generic AI
Generic AI models invent numbers and offer zero visibility into their reasoning, making them unusable for professional research.
Scaling limits
Research for multiple clients (or your own strategies) is limited by your own time and team size.
Agentic research co-pilot.
Pierce is an advanced agentic financial research platform built for professionals who manage money.
Thinks Like a Research Team
Plans, researches, and self-validates — pulling end-of-day market data, complete SEC filings, and running full financial analyses with 44 built-in research skills.
- Purpose-Built Tools: End-of-day market data, SEC EDGAR filings, web research, and historical price backtesting — all wired in.
- Objective Data First: Objective analysis always comes first, followed by tailored insights when you want them.
- Full Transparency: Complete visibility into every tool call and analytical step.
- Personalized Context: Optionally frame outputs to a specific client or portfolio when you ask for it.
How Pierce Works
Self-Validation & Mandate Check
Checking Steve Smith's risk limit & 10-Q figures.
Recommended entry: 468 shares ($60,000 | 5% weight) with stop-loss at $118. Meets Moderate Growth mandate.
1. Select a client profile & ask anything
"Load client profile Steve Smith (Growth & Income | $1.2M portfolio) and run a CANSLIM analysis & position sizing on NVDA."
Manage dedicated client profiles — including custom risk mandates, tax rules, and asset allocations.
2. Pierce builds a client research plan
Breaks the research into discrete tasks — tailored specifically to Steve Smith's asset allocation and mandate constraints.
Every research plan is custom-built for the client account — combining fundamental data, SEC filings, and position sizing logic.
3. Agentic research with real tools
Simultaneously analyzes end-of-day market data, SEC filings (10-K, 10-Q), earnings call transcripts, and evaluates current portfolio weight.
End-of-day market data, web research, SEC EDGAR filings, and financial metrics — fully integrated with client account context.
4. Runs actual financial analysis
Builds models, calculates position sizing, scores CANSLIM criteria, and enforces client compliance limits with verified citations and cross-checked math.
Self-validates facts, flags contradictions, and iterates until the output meets institutional advisory standards.
5. White-labeled client deliverables & direct mailing
Generates clean, white-labeled client memos branded with your firm's logo, colors, and disclosures. One-click email report delivery directly to Steve Smith or export to custom PDF.
White-labeled branding, direct client email dispatch, and tailored portfolio recommendations.
Why Pierce is powerful for professionals
Multi-Client Profile Vault
Store custom risk parameters, tax considerations, and asset allocations across all your client accounts (e.g. Steve Smith) for instant personalized research.
White-Labeled Client Deliverables
Brand every PDF export and email memo with your firm's logo, colors, and compliance disclosures — ready to send directly to your clients.
True Agentic Research & Automation
Set recurring Custom Pulses for automated analysis — "Check my portfolio's beta every Monday at 8 AM" — or run deep one-off research. Pierce plans, executes, and self-validates.
Total Transparency
Produce institutional-quality work with complete visibility into every tool call and data source.
Scale Your Practice
Dramatically increase the capacity of your practice or trading book without adding headcount.
Deep Financial Methodologies
Run CANSLIM screens, DCF valuations, comps analysis, VCP patterns, position sizing, and scenario modeling — all built-in and ready to go.
Persistent Memory
Maintain context on each client or your own strategies — the more you use Pierce, the sharper the insights become.
Democratized Power
The bleeding-edge agentic capabilities usually reserved for large institutions, now available to every professional.
Built for Every Financial Professional
Wealth Advisors & RIAs
Maintain dedicated client profiles, perform automated position sizing, and email custom white-labeled investment reports directly to clients with full transparency and firm branding.
Client Analysis & Position Sizing for Steve Smith
Watch how Pierce loads client profile context, calculates position sizing against mandate rules, and prepares a white-labeled client deliverable.
Load client profile Steve Smith. Size a 5% position in NVDA for his $1.2M portfolio and prepare a white-labeled report.
Client Report: Steve Smith — NVDA Position Sizing & CANSLIM Analysis
| Parameter | Value | Mandate Check |
|---|---|---|
| Target Allocation (5%) | $60,000.00 | ✓ Within $65k cash limit |
| Recommended Entry Price | $128.50 | At 50-day moving average |
| Recommended Share Count | 466 Shares | Rounded down for risk |
| Stop-Loss Level | $118.00 (-8.1%) | Max portfolio risk: $4,893 (0.4%) |
Includes executive overview, CANSLIM score (7.9/10), position sizing breakdown, risk disclosure footer, and direct email delivery trigger.
Interactive Client Position Sizer Demo
Test running an instant position sizing analysis for a client profile. Adjust client parameters below and click Run Client Position Sizer.
Apex Wealth Advisory Services • Client: Steve Smith
Frequently Asked Questions
Transparent by design. Built with verifiable citations and open methodology. Here is exactly how Pierce orchestrates your research.
Your Edge Shouldn't Depend on Your Team Size.
Institutional-grade agentic research. One subscription. Zero API keys.
Pro plan from $399/mo (includes 2 million research points — enough for heavy multi-client use)