Built for registered investment advisors
Know why your clients' portfolios moved.
Every week. Before they ask.
Filing Clarity is built for registered investment advisors. We monitor SEC filings, earnings calls, news, and analyst ratings for every company in your client portfolios — and explain what it means before your clients ask.
Filing Clarity for Advisors
$299/month · $2,990/year
Everything included. No tiers. One decision.
Priority support — human, same-day, understands your professional context.
Filing Clarity is designed for registered investment advisors. Are you an RIA or financial advisor?
Filing Clarity monitors every company across your book of business, translates each material development into a plain-English "why it moved," and drafts client-ready communications you review and send. Every figure traces back to the source SEC filing — fully auditable for compliance. Priced for independent and small-firm advisors, not institutions.