Same instrument. Same numbers. Same public methodology and public track record. Plus multi-seat, portfolio view, and exportable memos.
Registered Investment Advisers, financial advisors, wealth managers, and independent research shops that already do their own work and want a validated filing-based instrument alongside it — not a black-box score, not a formula buffet, not a research feed.
One subscription bill, seats for every analyst. Shared watchlists, per-seat private reading trackers.
Roll every client holding into one dashboard: classification, distance to Safe Price, filings-through dates, revaluation timing.
One-tap evidence packs — per position, per client, per date. The audit trail your compliance file wants.
When the CCO asks what the tool does, point at /methodology and /track-record. Both are impersonal, dated, and published on a regular schedule for every visitor alike.
Currently in warm outreach — we onboard professional firms one at a time. Tell us who you are and we'll reach out.
Model output · Education, not advice. Full disclaimer.