Wealth Management
More Time in the Relationship, Less in the Prep
Marvin Labs gives advisors a source-cited read on any name a client is asking about, in the half hour before the call. Use the recovered time on the part of the job clients actually pay for.
Advisors at private banks and RIAs covering clients with individually held equity positions.
15+ companies. 1,500 AI credits. No sales call needed.
The relationship is what the client is paying for
Advisors don't get hired for the research. They get hired for the relationship: the call that opens with "you mentioned your daughter's wedding" and ends with a clear-headed view on whether the client should be worried about MSFT. The research is preparation work that has to happen before the call to make the relationship work, and it competes with the relationship for time.
The advisor who spent two hours catching up on a name walks into the meeting informed but tired. The advisor who spent twenty minutes catching up walks in informed and present. The difference shows up in the conversation, and it shows up over years of conversations.
Marvin Labs compresses the preparation layer so the advisor can be more present.
What the half hour before the call looks like
A client emails on Monday asking what the latest 10-Q means for their MSFT position. The 2pm has the topic in the agenda. The calendar does not allow for two hours of reading.
A Deep Research Agent produces a structured read on the most recent earnings release, with citations to the underlying passages. AI Analyst Chat answers two or three specific questions the advisor expects the client to raise. The advisor walks in with the talking points already in hand, and with the source passage ready if the client wants to see it.
That is the most common advisory pattern, and it is what the product was designed for as built.
Names across the book, not just the one in front of the call
Daily ingestion covers filings, earnings calls, and press releases on 300+ companies under the Standard plan, with custom additions available on the Pro plan. Sentiment Analysis provides a daily 0–100 tone score per covered company. Guidance Scorecard turns forward-looking statements into a promise-vs-delivery scorecard.
None of this is wealth-specific. It is the same machinery institutional equity analysts use. But it answers the question that actually matters across a book of clients: what changed recently on the names my clients hold, that I should know about before they do.
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Source citations for a regulated context
Advisory relationships sit under fiduciary or suitability obligations depending on jurisdiction. Research grounded in cited passages is more defensible than research generated by AI that cannot show its work. Every Marvin Labs output carries a citation to the specific passage in the filing or the specific minute in the earnings call, exportable as PDF or plain text with the citations intact.
That traceability helps when a regulator asks how an advisor formed a view. The advisor remains responsible for whatever reaches the client. Marvin Labs does not provide regulatory guidance, and this is not a compliance product. But the audit trail is in the document the reviewer reads.
Built for one advisor, scales when ready
The product is single-player by default. One advisor on one desk gets the full experience, with no dependency on the rest of the firm. No firm-wide license, no IT project, no procurement cycle. This is the canonical way the product is used, not a preview of a "real" team deployment.
When a colleague wants in, they get invited. When the firm wants the broader team on the same coverage, that scales too. Neither is a precondition for the advisor who started.
Where this is not the right tool
Marvin Labs was built for analysing public-company disclosures, not for managing the wealth-advisory workflow on top of them. The honest list of what it is not:
The advisor this is built for
- An advisor at a private bank or RIA who wants institutional-grade primary-source research without the institutional headcount.
- A small team where the research-preparation economics have always been hard to justify per client.
- An advisor whose clients hold individual equity positions and ask specific questions about specific companies.
- An advisor who spends the half hour before client calls catching up on names they do not follow daily.
What this is not
- A portfolio analytics tool. Marvin Labs does not see client portfolios and cannot tell you the allocation impact of a position.
- An advice generator. It does not produce client-facing recommendations, allocation suggestions, or buy/sell calls.
- A client-communication automation layer. Outputs can be pasted into emails manually, but there is no "send personalized note to all clients holding MSFT" feature.
- A CRM-integrated workflow. Outputs export as PDF or plain text. Firms that require deep CRM integration as a hard requirement should weigh that gap.
