Comprehensive Market Intelligence Without Institutional Costs
Access the same quality of research aggregation, analytics, and market data that large asset managers use—but sized appropriately for family office budgets. The white-label model means you're not paying for features and coverage you don't need.
Regional Market Coverage
For GCC-based family offices with portfolios spanning Tadawul, DFM, ADX, and international exchanges, Ask Analyst consolidates research across all markets. Whether evaluating a Saudi utility company, a UAE real estate developer, or an international equity position, all relevant research flows into one platform.
Real-Time Position Monitoring Configure alerts for:
- Material research updates on portfolio holdings
- Significant price movements
- Corporate actions (dividends, rights issues, M&A activity)
- Earnings announcements and analyst reactions
The family office principal stays informed without needing to actively monitor positions throughout the trading day.
Decision Support for Principals
Family office principals often lack time for deep-dive research review. Ask Analyst's search and filtering capabilities enable assistants or analysts to quickly compile relevant research summaries on specific holdings or potential investments, exportable for principal review.
Knowledge Repository for Multi-Generational Planning
As family offices plan for next-generation involvement, Ask Analyst serves as an institutional memory system—all research, investment theses, and portfolio evolution documented and searchable. Young family members learning the investment process can access the same quality research their experienced advisors use.
Controlled Access & Collaboration
Configure different permission levels: principals have full access, next-gen family members have read-only access to learn, external advisors collaborate on specific mandates. All activity logged for transparency.
Audit Trail for Investment Decisions
Family offices increasingly face regulatory scrutiny (especially MiFID II implications for EU-connected families). Ask Analyst provides a comprehensive audit trail showing what research was accessed prior to investment decisions, supporting robust governance documentation.
