Advisors · Tier required
Advisor tier required.
The For Advisors module is gated to the ADVISOR tier and above. It bundles the workflow, analytics, and compliance tooling needed to run a registered investment advisory practice on top of ALAN.
Risk tolerance questionnaire
Proposal builder with disclosures
Household planner + Monte Carlo
Household risk cockpit
Scores overlay across holdings
Congressional, insider, and 13F signals
Earnings radar across client holdings
Advertising pre-review workflow
Code-of-Ethics personal trading
Vendor oversight register (Reg S-P)
SEC exam prep packet builder
Advisor-tier data API keys