Daily inflows and outflows
Read from the workbook, matched to accounts, trade staged with your own ladder rules. A licensed person releases every order.
ARCANE ADVISORS / THE AGENTIC DESK
The work behind the advice, done before you sit down.
Most advisors spend far more of their week behind the scenes than with clients. Advisors is a desk, powered by Alpha, that sits on top of the systems you already use and takes the behind-the-scenes half. You keep the judgment and the relationships.
One day on the desk
- Before you are in
Alpha reads the flows workbook, checks every bond for calls and rating changes, reads the morning research, and stages the trades.
- 9:00
Home shows your part of today first. The huddle is already written. The team reads it; nobody builds it.
- All day
Partners and clients ask Alpha. It answers in seconds from your own records, or sends one clear email to the right person with the legwork done.
- 4:00
What was placed, what is still open, and tomorrow, in one page.
What it takes off your plate
Built with a fixed income group that manages bond strategies for other advisors’ clients and for company cash. Every item below replaced a task that was done by hand.
Prospect comparisons
A statement in, a side-by-side against your strategy out: yield, income, issuer concentration. Minutes, not an afternoon.
Earnings season
Only the issuers you hold, ranked by what you hold, read the way a bondholder reads them, with the note drafted when results land.
Office visits and events
Invitation, reminders, recap, and a follow-up list that already contains the comparison for anyone who sent a statement.
Quarterly reviews
Attribution, flows, holdings and commentary pulled into the deck. You review; you do not assemble.
The Excel jobs
The monthly and weekly spreadsheet routines, run the same way every time, with exceptions set aside instead of guessed at.
Two products, because a team is not a bigger individual
Advisors
For one advisor building and running a book: meeting preparation, follow-ups, planning inputs, prospecting signals, paperwork and the record.
Advisors Team
For a group: a home page that changes with who is signed in, the shared daily rhythm, an outside portal for the people you serve, and one view of the business.
What Alpha is allowed to do
Acts on its own
Reading, matching, reconciling, drafting, preparing. Work that is tedious and has one right answer.
Acts inside limits you set
Staging trades under a dollar limit, sending reminders you approved, filing to the record.
Proposes, and a person decides
Anything that is advice, any order, any exception, any message to a client. Always.
Alpha does not give personal investment advice. It runs inside your firm’s own cloud tenant, reads only what it is granted, and keeps a record of who approved what.
Join the waitlist
The desk opens a few practices at a time so each one is set up properly.
Early access
If you were given a code, enter it here to open the working demo. All names and numbers in it are fictional.