MarketMind Business
A monitoring tool for financial advisors who follow many client portfolios
Built for one professional with thirty clients, or a firm where several colleagues work on the same ones. It removes the manual pass between the news of the day and the client who is affected by it — and prepares the conversation that follows.
Who it is for
Financial advisors, wealth and portfolio managers, and advisory firms whose colleagues share the same client base: one person, many clients — or a team around them.
It is not built for a private individual managing only their own money. For that there is MarketMind, the consumer side of the same engine.
A day with it
Morning
At the hour you choose: the stories of the latest market session, which clients of the firm they concern, through which mechanism, and how much of their portfolio is involved.
Before a meeting
Read from your calendar: how the portfolio moved since last time, the questions the client will ask with the answer already written, and the promises left open at the previous meeting.
During the day
An alert arrives when a story crosses the exposure threshold you set for a specific client. Below the threshold, no alert.
Monday morning
The commitments you made to clients that are due, or already past due.
What it replaces in the workflow
The scan of news sources every morning. The mental cross-check between a story and who holds what. Opening portfolios one by one to see whether anything is affected. Preparing a meeting from scratch, including remembering what was promised last time.
What it does not replace: the relationship. MarketMind never writes to the professional's clients — it produces the material, and writes only to the professional.
How access works
There is no self-serve sign-up. It starts with a 15-minute video demo on an example firm; if it fits, a guided trial follows, with duration and terms agreed in advance and in writing. The public walkthrough needs no account: it runs on an example firm with three invented clients, showing the real pages and the real emails.