Simple, honest pricing for independent advisors.

Consumer AI assistants hallucinate — they generate plausible-sounding answers without verifying facts or citing sources. WealthCowork uses Retrieval-Augmented Generation (RAG) to ground every answer in real data: SEC filings, FRED economic data, financial news, and your uploaded client documents. Every claim includes an inline citation linking to the source document and page number. You get research you can actually trust with your fiduciary duty.

WealthCowork synthesizes data from SEC EDGAR (10-K, 10-Q, 8-K filings), FRED (Federal Reserve economic data), financial news feeds, prediction markets, market intelligence, and any documents you upload (PDFs, financial plans, prospectuses). All sources are cited inline so you can verify every claim.

No. WealthCowork is designed for financial advisors, not engineers. You ask questions in natural language — the same way you'd ask a research analyst — and get structured, cited answers in seconds. Upload documents by drag-and-drop. Export audit logs as PDF or CSV with one click.

Every query, every answer, and every citation is timestamped and stored in an immutable audit log. You can export complete audit trails as PDF or CSV at any time, formatted for regulatory retention requirements (SEC, FINRA). Your compliance officer will love it.

Yes. WealthCowork includes a built-in e-signature flow powered by DocuSign — connect your DocuSign account in Settings, then send advisory agreements, Investment Policy Statements, BOI authorizations, and beneficiary designations for signature without leaving the platform. You can also deliver disclosures like Form ADV and Form CRS to a household and track them from delivered to acknowledged. Every document lands in the client's Document Center with its full lifecycle — draft, out for signature, signed — captured in the audit trail.

Yes — this is one of the most popular use cases. WealthCowork can auto-generate pre-meeting briefs that include a holdings snapshot, relevant news and SEC filings, upcoming catalysts, and prior action items. What used to take 45 minutes of manual research is ready in seconds.

Yes. WealthCowork uses a multimodal ingestion pipeline that goes beyond text extraction. When you upload a PDF containing charts, graphs, tables-as-images, or diagrams, each page is analyzed individually. Pages with visual content are processed through a vision AI model that extracts specific data points, axis values, trends, and table structures — so when you ask about a portfolio allocation pie chart or a performance comparison table, WealthCowork retrieves the actual numbers from the visual, not just the surrounding text.