Wealth management
House views on individual stocks for wealth managers and advisory firms, researched properly and kept current.
What the job asks of you
A wealth management firm serves many clients through its advisers, and they need consistent views they can explain.
Many advisers, one house view
Advisers need the same well-reasoned view on a stock, rather than each of them forming their own.
Clients who ask about the news
When a holding is in the headlines, clients call, and the adviser needs a clear answer that same day.
Everything said must hold up
What advisers tell clients is reviewed, so every view needs a reason and a record behind it.
A working day with Cairn
The research team works the names in Cairn, and the house view it produces is ready for advisers to use.
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Cover the recommended list
Each name on your list gets a case file, researched to a set standard and kept current.
Research Harness -
Watch what moves
News AI reads the wire for your list, and the Snapshot tells the team what moved and why.
News AI -
Answer the question of the day
Research Copilot and Cairn Chat answer a client's question about a company with live data and sources.
Research Copilot -
Settle the house view
AI analysts with different frameworks weigh in, and the points still contested come to the research lead to decide.
AI Analyst -
Share it with advisers
The research paper puts the bottom line first in plain language, with the sources behind it for your review.
Research Harness
How it fits your business
How your business works
A wealth manager earns fees on the assets it advises on, and it grows by keeping clients well served and well informed. A central research team is worth the most when every adviser can use its work with confidence.
| What your business needs | What Cairn changes |
|---|---|
| One consistent house view | Each view is built on a case file worked to the same standard, so every adviser starts from the same reasoning. |
| Quick, clear answers for clients | When news breaks on a holding, the team can see what changed and have a sourced answer the same day. |
| A record behind every view | Every view keeps its sources and its history, which gives your compliance review something concrete to check. |