Holdings, research, regulation, client context, and the preparation before every conversation .
Advisory work moves across portfolio systems, market data, regulatory updates, and internal prep before the advisor ever speaks to a client. Momor helps keep that preparation tighter and more connected.
The client prep stays in one place.
Portfolio analysis support: work across holdings, exposures, concentration, liquidity, and changing market context without rebuilding the analysis from scratch every time.
Market research workflows: turn fragmented market inputs into advisor-ready context that can support a real client conversation.
Regulatory and compliance search: track what changed, what matters, and what needs to be reviewed in light of current client situations or portfolio structure.
The advisor still owns the client relationship and the investment judgment. Momor handles the prep work — cross-referencing holdings, synthesizing market context, flagging regulatory changes, and carrying prior analysis forward so the team spends more time advising and less time assembling context from three different platforms.
Start with portfolio analysis or market research. Expand from there.
Pick the task that requires the most manual cross-referencing today. The first one works standalone — upload portfolio data and query. The rest layer in as the team sees results.
Cross-reference holdings against multiple data sources.
Given portfolio data, analyze exposure by geography, sector, asset class, or risk factor. Pull from market data, research reports, and portfolio systems to produce the kind of synthesis that today requires hours of manual cross-referencing.
Synthesize market conditions for client conversations.
Research current market conditions, sector trends, and macro factors — synthesized into advisor-ready summaries that cite their sources and can be used in client communications.
Track regulatory changes that affect your clients.
Search SEC filings, regulatory updates, and compliance guidance for changes that affect specific portfolio strategies or client situations.
Evaluate portfolio risk across dimensions.
Given current holdings and market conditions, assess risk across concentration, liquidity, duration, and market exposure — flagging the things that should concern the advisor before they concern the client.
Interventions & Advisories
Momor does not just return portfolio data. When concentration could be intentional or drift, or when a regulatory change affects holdings the advisor did not ask about, the system flags it — and when the judgment is fiduciary, it stops.
Pauses where the investment judgment belongs to the advisor.
Raises what the analysis uncovered beyond the original question.
Start with portfolio analysis or market research. Expand into risk and compliance.
The first phase works on your next client review with no system integration required. Subsequent phases add regulatory depth and risk intelligence as the first one demonstrates value.
PortfolioAnalyzer + MarketResearch
Cross-reference holdings against market data and produce advisor-ready summaries with source citations. No system integration required to start — upload portfolio data and query.
RegulatorySearch
Add regulatory tracking — SEC filings, compliance guidance, and enforcement actions that affect specific portfolio strategies or client situations.
RiskAssessor
Full risk evaluation across concentration, liquidity, duration, and market exposure. Flags what should concern the advisor before it concerns the client.
Start with the question that takes three platforms to answer.
A portfolio exposure analysis, a client prep report, a regulatory lookup — whichever one requires the most manual cross-referencing. That is where we start.
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