Client-ready portfolio intelligence for modern advisors.
Metis helps advisors translate portfolio structure, market events, exposures, and scenario risks into clearer client conversations and review materials.
Product system
Metis
Problem and audience
Built for advisors, RIAs, wealth teams, and research groups.
Advisors have portfolio data, market commentary, client questions, PDFs, model portfolios, and research tools. The friction is not access to information. The friction is turning the right information into a client-specific explanation at the right time.
How it works
Metis starts with client portfolio context, maps exposures through Ananke, evaluates market-event relevance, frames scenarios, and prepares advisor-ready explanation drafts for review materials.
Key capabilities
What Metis is designed to support.
METIS-01
Exposure summaries
Portfolio structure can be summarized through holdings, sectors, macro exposure, issuer relationships, and concentration context.
METIS-02
Market-event relevance
Events are evaluated by relationship to client portfolios rather than treated as generic market noise.
METIS-03
Scenario risk framing
Scenario language identifies assumptions, exposed relationships, confidence, and uncertainty.
METIS-04
Client review packet language
Metis is designed to help advisors draft clearer review materials without bypassing advisor judgment.
METIS-05
Source-backed explanation drafts
Explanation drafts can reference the evidence and provenance behind the structured intelligence.
METIS-06
Portfolio communication context
The workflow supports communication around what changed, why it matters, and what remains uncertain.
Example workflow
From signal to structured context.
Boundary
Designed for decision support, not unsupported advice.
Metis supports advisor communication and analytical workflows. It does not replace advisors, provide personalized investment advice, or generate unsupported trade recommendations.
G-01
Traceable outputs
Source, method, timestamp, confidence, and uncertainty stay visible.
G-02
Structured reasoning
Models explain over structured intelligence; they do not create financial facts.
G-03
Evidence boundaries
Unsupported relationships, prices, risks, or recommendations are out of bounds.
G-04
Advisor-safe language
Communication support respects compliance-sensitive boundaries.
G-05
Uncertainty-aware
Uncertainty is shown as part of the intelligence, not hidden behind fluent text.
Pilot workflow
Client review packet workflow.
The workflow is built around advisor preparation, not autonomous investing.
Client portfolio
Exposure analysis
Market relevance
Scenario risks
Advisor-ready explanation
Client review packet
Advisor pilot
Evaluate the advisor workflow.
Advisors, investors, and partners can reach out to discuss Metis and wealth management use cases.