Wealth management firms
Bring research, portfolio reviews and relevant updates into client service. Explore an experience in your brand, shaped by the client’s holdings and your firm’s perspective.
For wealth managersMool for firms
Your clients.
Your brand.
Continuous intelligence.
Bring Mool’s financial intelligence into the relationships you own. Explore licensing the platform for a firm-branded client experience, or for the portfolios and funds you manage.
Client experience, integrations and rollout are scoped with Mool. You can try the research workspace and published plans today.
Your firm/Your client experience
The relationship stays yours
Intelligence around
each client’s portfolio.
01
A connected portfolio
02
A relevant update
03
An answer with evidence
04
Your firm's perspective
Built around your clients and your method
Illustrative firm-branded experience. Branding, client access, integrations and rollout are scoped with Mool.
Built around the people and capital you serve
A client relationship.
An investment mandate.
The depth behind both.
Asset managers and AMCs
Connect company depth with fund context. Use earnings reviews, peer analysis and repeatable investment methods across the work behind your mandates.
For asset managersFamily offices
Work across named portfolios, public holdings and private-investment questions. Bring evidence and your investment method into a common research workspace.
For family officesRent the platform. Shape the service.
Build on the intelligence.
Make the experience yours.
Your investment method
On Firm, draft playbooks from sample documents, share them with your organization and define standing instructions. Keep the firm’s method repeatable while each brief retains its own evidence.
Your client and fund portfolios
Maintain named personal, client and fund books, with sources and a base currency for each. Move into deeper reviews using the statements and context relevant to that portfolio.
Your firm's identity
On Pro, request Excel, Word and PowerPoint files in the firm’s colour, name and logo. Explore a broader firm-branded client experience through an institutional licensing discussion.
Your scope and commercial model
Use the published plans for individual and team access, or discuss licensing around your client service, portfolio coverage, integrations and institutional billing needs.
The work behind your service
Your method. Your material.
Intelligence with substance.
See how a firm playbook carries standards into new work, how a diligence brief becomes analysis, or what sits behind a portfolio review.
Put Mool to workIllustrative briefs and output structures
Research, investment and advisory firms
Make your firm's standards part of the work.
Turn sample documents into a reusable playbook, share it with your organisation and record lasting preferences from follow-ups instead of repeating the same instructions.
An example brief
Use our sample committee memos to draft a playbook for our team. Keep our structure and evidence requirements, and produce future memos in our firm's voice and branding.
What Mool works from
- Your sample documents
- Reports, models or presentations that show how your firm works.
- Your requirements
- The recurring task, required analysis, structure and writing preferences.
- Your firm's identity
- The organisation's colour, name and logo for Office deliverables.
The work behind the answer
- 01Draft a playbook from the team's samples
- 02Run it privately or share it with the organisation
- 03Refine standing instructions through follow-ups
Explore the output
Example report outline
A memo in your firm's method
- 01
Your structure
The sections and requirements established by the team's playbook.
- 02
Your research standards
The evidence and analysis required for this kind of work.
- 03
Your working format
The report and editable files your team uses, with its branding.
Go from the report to the supporting analysis. Charts and sensitivity panels are available where the work calls for them.
Your firm's method: Report view selected.
Team playbooks are available on Firm. Branded Office deliverables are available on Pro and Firm. Examples describe possible work; the brief and available evidence determine the actual output.
Evaluate the evidence and the fit
A clear method.
An accountable service.
Define research-quality criteria independently of investment outcomes. Review the sources, calculations and assumptions alongside the data handling and controls your service needs.
- Uploaded files and questions are never used to train models.
- Primary evidence and sourced figures underpin the research.
- Private files are accessible according to the right to read them.
- The platform runs on AWS in Mumbai; residency requirements belong in the deployment discussion.
Start with a defined service
One client journey.
A concrete evaluation.
- 01
Define the experience
Choose the clients, funds or portfolios to serve. Describe the moments when intelligence should help and the role your advisers or investment team will play.
- 02
Scope the integration
Discuss branding, access, portfolio sources, delivery, data handling and commercial terms. Agree which requirements the rollout needs.
- 03
Evaluate before expanding
Use representative research and portfolio questions to assess depth, relevance and outputs, then agree the deployment and expansion path.
Explore the underlying product today
Try the research workspace, then discuss the client service you want to build on it.
10 days of Pro, or of Firm on a work email address to start. No card needed.